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Livermore
Livermore
ZHEN

Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

CBRE holding history

Cbre Group, Inc. in every 13F filed by Core Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBRE overviewAll 13F holders of CBREFull Q2 2026 holdings

Shares (Q2 2026)
1,700
Value
$229.0K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of CBRE by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,700$229.0K0.1%00.0%UnchangedHolders
Q1 20261,700$230.3K0.1%00.0%UnchangedHolders
Q4 20251,700$273.3K0.1%00.0%UnchangedHolders
Q3 20251,700$267.9K0.1%00.0%UnchangedHolders
Q2 20251,700$238.2K0.1%00.0%UnchangedHolders
Q1 20251,700$222.3K0.1%00.0%UnchangedHolders
Q4 20241,700$223.2K0.1%00.0%UnchangedHolders
Q3 20241,700$211.6K0.1%+1,700NewHolders