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ProVise Management Group, LLC

SEC CIK
0001305707
Latest filing
Aug 3, 2026

CBRE holding history

Cbre Group, Inc. in every 13F filed by ProVise Management Group, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of CBRE by ProVise Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,383−100.0%Sold outHolders
Q3 20251,383$217.9K<0.1%−905−39.6%ReducedHolders
Q2 20252,288$320.6K<0.1%+2+0.1%AddedHolders
Q1 20252,286$299.0K<0.1%−330−12.6%ReducedHolders
Q4 20242,616$343.5K<0.1%00.0%UnchangedHolders
Q3 20242,616$325.6K<0.1%00.0%UnchangedHolders
Q2 20242,616$233.1K<0.1%00.0%UnchangedHolders
Q1 20242,616$254.4K<0.1%00.0%UnchangedHolders
Q4 20232,616$243.5K<0.1%+2,616NewHolders
Q3 20230$00.0%−2,654−100.0%Sold outHolders
Q2 20232,654$214.2K<0.1%+2,654NewHolders
Q1 20230$00.0%−2,654−100.0%Sold outHolders
Q4 20222,654$204.3K<0.1%−600−18.4%ReducedHolders
Q3 20223,254$220.0K<0.1%+3,254NewHolders
Q2 20220$00.0%−2,280−100.0%Sold outHolders
Q1 20222,280$209.0K<0.1%00.0%UnchangedHolders
Q4 20212,280$247.0K<0.1%−850−27.2%ReducedHolders
Q3 20213,130$305.0K<0.1%−1,046−25.0%ReducedHolders
Q2 20214,176$358.0K<0.1%00.0%UnchangedHolders
Q1 20214,176$330.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.