Position in CBRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$327,162
-$41,018 QoQ
Shares Held
2,429
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#735
of 1,064 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Larry Mathis Financial Planning, LLC holds $327,162 across 1 Real Estate Services name. CBRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
2,429 | $327,162 |
All Filings in CBRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,162 | 2,429 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $368,180 | 2,718 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $464,200 | 2,887 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||