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Disclosery

Prosperity Planning, Inc.: CBRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prosperity Planning, Inc. on CBRE, newest first. How the timeline and the estimate are built.

Prosperity Planning, Inc. held 38,501 CBRE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,501 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $4,946,223.

    13F-HR 0001085146-26-000827 filed by Prosperity Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,501 shares
    Change vs previous 13F +2,072 shares

    1.19% of the 13F portfolio, value $5,185,700.

    13F-HR 0001843292-26-000004 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 36,429 shares
    Change vs previous 13F +5,230 shares

    1.25% of the 13F portfolio, value $4,934,672.

    13F-HR 0001843292-26-000002 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 31,199 shares
    Change vs previous 13F -12,363 shares

    1.31% of the 13F portfolio, value $5,016,487.

    13F-HR 0001843292-26-000001 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 43,562 shares
    Change vs previous 13F 0 shares

    1.85% of the 13F portfolio, value $6,863,629.

    13F-HR 0001085146-25-005863 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 43,562 shares
    Change vs previous 13F +2,455 shares

    1.76% of the 13F portfolio, value $6,103,907.

    13F-HR 0001085146-25-003753 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 41,107 shares
    Change vs previous 13F 0 shares

    1.68% of the 13F portfolio, value $5,375,973.

    13F-HR 0001085146-25-002051 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 41,107 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $5,396,938.

    13F-HR 0001085146-25-000300 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).