Mark Sheptoff Financial Planning’s Chimera Investment CIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.15K | Hold |
461
| – | – | ﹤0.01% | 424 |
|
|
2026
Q1 | $6.29K | Hold |
461
| – | – | ﹤0.01% | 409 |
|
|
2025
Q4 | $5.73K | Hold |
461
| – | – | ﹤0.01% | 416 |
|
|
2025
Q3 | $6.09K | Hold |
461
| – | – | ﹤0.01% | 392 |
|
|
2025
Q2 | $6.39K | Hold |
461
| – | – | ﹤0.01% | 379 |
|
|
2025
Q1 | $5.92K | Hold |
461
| – | – | ﹤0.01% | 360 |
|
|
2024
Q4 | $6.45K | Hold |
461
| – | – | ﹤0.01% | 346 |
|
|
2024
Q3 | $7.3K | Hold |
461
| – | – | ﹤0.01% | 338 |
|
|
2024
Q2 | $5.9K | Sell |
461
-1
| -0.2% | -$13 | ﹤0.01% | 354 |
|
|
2024
Q1 | $6.38K | Hold |
462
| – | – | ﹤0.01% | 320 |
|
|
2023
Q4 | $6.91K | Hold |
462
| – | – | ﹤0.01% | 311 |
|
|
2023
Q3 | $7.56K | Hold |
462
| – | – | ﹤0.01% | 282 |
|
|
2023
Q2 | $7.99K | Hold |
462
| – | – | ﹤0.01% | 285 |
|
|
2023
Q1 | $7.81K | Hold |
462
| – | – | ﹤0.01% | 278 |
|
|
2022
Q4 | $7.62K | Hold |
462
| – | – | ﹤0.01% | 284 |
|
|
2022
Q3 | $7K | Hold |
462
| – | – | ﹤0.01% | 271 |
|
|
2022
Q2 | $12K | Hold |
462
| – | – | 0.01% | 246 |
|
|
2022
Q1 | $17K | Hold |
462
| – | – | 0.01% | 256 |
|
|
2021
Q4 | $21K | Hold |
462
| – | – | 0.01% | 249 |
|
|
2021
Q3 | $21K | Hold |
462
| – | – | 0.01% | 239 |
|
|
2021
Q2 | $21K | Hold |
462
| – | – | 0.01% | 263 |
|
|
2021
Q1 | $18K | Hold |
462
| – | – | 0.01% | 241 |
|
|
2020
Q4 | $14K | Hold |
462
| – | – | 0.01% | 248 |
|
|
2020
Q3 | $11K | Hold |
462
| – | – | 0.01% | 229 |
|
|
2020
Q2 | $13K | Hold |
462
| – | – | 0.01% | 230 |
|
|
2020
Q1 | $13K | Hold |
462
| – | – | 0.01% | 207 |
|
|
2019
Q4 | $28K | Hold |
462
| – | – | 0.02% | 190 |
|
|
2019
Q3 | $27K | Hold |
462
| – | – | 0.02% | 188 |
|
|
2019
Q2 | $26K | Hold |
462
| – | – | 0.02% | 195 |
|
|
2019
Q1 | $26K | Hold |
462
| – | – | 0.02% | 197 |
|
|
2018
Q4 | $25K | Hold |
462
| – | – | 0.02% | 178 |
|
|
2018
Q3 | $25K | Hold |
462
| – | – | 0.02% | 214 |
|
|
2018
Q2 | $25K | Hold |
462
| – | – | 0.02% | 208 |
|
|
2018
Q1 | $24K | Hold |
462
| – | – | 0.02% | 216 |
|
|
2017
Q4 | $26K | Hold |
462
| – | – | 0.02% | 219 |
|
|
2017
Q3 | $26K | Buy |
+462
| New | +$26.2K | 0.02% | 219 |
|
Other funds holding CIM
TIM
Mark Sheptoff Financial Planning's CIM Position: Q2 2026 in Review
Mark Sheptoff Financial Planning held its Chimera Investment (CIM) position steady in Q2 2026 at 461 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #424.
Mark Sheptoff Financial Planning first reported a position in CIM in Q3 2017 and has held it in 36 quarters since. The position peaked at $28K in Q4 2019. 197 funds tracked by Wall St. Rank hold CIM as of Q2 2026.
- Mark Sheptoff Financial Planning held 461 shares of Chimera Investment worth $6.15K as of Q2 2026.
- Mark Sheptoff Financial Planning left its Chimera Investment share count unchanged in Q2 2026.
- Chimera Investment made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #424 holding.
- Mark Sheptoff Financial Planning first reported a position in Chimera Investment in Q3 2017 and has held it in 36 quarters since.
- Mark Sheptoff Financial Planning's Chimera Investment position peaked at $28K in Q4 2019.
- 197 funds tracked by Wall St. Rank held Chimera Investment as of Q2 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.