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Livermore
Livermore
ZHEN

Delta Financial Advisors LLC

SEC CIK
0001790295
Latest filing
Aug 5, 2026

CBRE holding history

Cbre Group, Inc. in every 13F filed by Delta Financial Advisors 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)
8,632
Value
$1.16M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CBRE by Delta Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,632$1.16M0.3%00.0%UnchangedHolders
Q1 20268,632$1.17M0.3%−85−1.0%ReducedHolders
Q4 20258,717$1.40M0.4%00.0%UnchangedHolders
Q3 20258,717$1.37M0.4%00.0%UnchangedHolders
Q2 20258,717$1.22M0.4%−315−3.5%ReducedHolders
Q1 20259,032$1.18M0.4%00.0%UnchangedHolders
Q4 20249,032$1.19M0.4%00.0%UnchangedHolders
Q3 20249,032$1.12M0.4%−315−3.4%ReducedHolders
Q2 20249,347$832.9K0.3%00.0%UnchangedHolders
Q1 20249,347$908.9K0.4%−95−1.0%ReducedHolders
Q4 20239,442$879.0K0.4%−3,835−28.9%ReducedHolders
Q3 202313,277$980.6K0.4%−250−1.8%ReducedHolders
Q2 202313,527$1.09M0.5%−225−1.6%ReducedHolders
Q1 202313,752$1.00M0.5%00.0%UnchangedHolders
Q4 202213,752$1.06M0.5%−225−1.6%ReducedHolders
Q3 202213,977$944.0K0.5%00.0%UnchangedHolders
Q2 202213,977$1.03M0.5%−20−0.1%ReducedHolders
Q1 202213,997$1.28M0.5%−320−2.2%ReducedHolders
Q4 202114,317$1.55M0.6%00.0%UnchangedHolders
Q3 202114,317$1.39M0.6%00.0%UnchangedHolders
Q2 202114,317$1.23M0.5%00.0%UnchangedHolders
Q1 202114,317$1.13M0.5%––Holders

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