Ownership history in Prosperity Planning, Inc. · 20 quarters on record
This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in CBRE GROUP INC (CBRE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 31,199 | -12,363 | -28.4% | 1.31% | $5.0M | $160.79 |
| 2025 Q3 | UNCHANGED | 43,562 | — | 0% | 1.85% | $6.9M | $157.56 |
| 2025 Q2 | ADDED | 43,562 | +2,455 | +6.0% | 1.76% | $6.1M | $140.12 |
| 2025 Q1 | UNCHANGED | 41,107 | — | 0% | 1.68% | $5.4M | $130.78 |
| 2024 Q4 | UNCHANGED | 41,107 | — | 0% | 1.73% | $5.4M | $131.29 |
| 2024 Q3 | UNCHANGED | 41,107 | — | 0% | 1.62% | $5.1M | $124.48 |
| 2024 Q2 | ADDED | 41,107 | +2,919 | +7.6% | 1.25% | $3.7M | $89.11 |
| 2024 Q1 | UNCHANGED | 38,188 | — | 0% | 1.29% | $3.7M | $97.24 |
| 2023 Q4 | UNCHANGED | 38,188 | — | 0% | 1.33% | $3.6M | $93.09 |
| 2023 Q3 | UNCHANGED | 38,188 | — | 0% | 1.18% | $2.8M | $73.86 |
As of 2025 Q4 — sorted by position size