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Livermore
Livermore
ZHEN

Prosperity Planning, Inc.

SEC CIK
0001843292
Latest filing
Jul 10, 2026

CBRE holding history

Cbre Group, Inc. in every 13F filed by Prosperity Planning, Inc., 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)
38,501
Value
$5.19M
% of portfolio
1.2%
Quarters held
21
Since Q1 2021
Holdings of CBRE by Prosperity Planning, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,501$5.19M1.2%+2,072+5.7%AddedHolders
Q1 202636,429$4.93M1.3%+5,230+16.8%AddedHolders
Q4 202531,199$5.02M1.3%−12,363−28.4%ReducedHolders
Q3 202543,562$6.86M1.9%00.0%UnchangedHolders
Q2 202543,562$6.10M1.8%+2,455+6.0%AddedHolders
Q1 202541,107$5.38M1.7%00.0%UnchangedHolders
Q4 202441,107$5.40M1.7%00.0%UnchangedHolders
Q3 202441,107$5.12M1.6%00.0%UnchangedHolders
Q2 202441,107$3.66M1.3%+2,919+7.6%AddedHolders
Q1 202438,188$3.71M1.3%00.0%UnchangedHolders
Q4 202338,188$3.55M1.3%00.0%UnchangedHolders
Q3 202338,188$2.82M1.2%00.0%UnchangedHolders
Q2 202338,188$3.08M1.3%+2,784+7.9%AddedHolders
Q1 202335,404$2.58M1.1%+35,404NewHolders
Q4 20220$00.0%−35,404−100.0%Sold outHolders
Q3 202235,404$2.39M1.2%+20,097+131.3%AddedHolders
Q2 202215,307$2.61M1.3%00.0%UnchangedHolders
Q1 202215,307$2.84M1.4%00.0%UnchangedHolders
Q4 202115,307$1.66M0.8%00.0%UnchangedHolders
Q3 202115,307$1.49M0.8%00.0%UnchangedHolders
Q2 202115,307$1.31M0.8%00.0%UnchangedHolders
Q1 202115,307$1.21M0.9%––Holders

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