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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CIM holding history

Chimera Investment Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CIM overviewAll 13F holders of CIMFull Q2 2026 holdings

Shares (Q2 2026)
25,891
Value
$345.4K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of CIM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,891$345.4K<0.1%+2,220+9.4%AddedHolders
Q1 202623,671$297.1K<0.1%−502−2.1%ReducedHolders
Q4 202524,173$300.5K<0.1%+3,232+15.4%AddedHolders
Q3 202520,941$276.8K<0.1%−825−3.8%ReducedHolders
Q2 202521,766$301.9K<0.1%+9,828+82.3%AddedHolders
Q1 202511,938$153.2K<0.1%+269+2.3%AddedHolders
Q4 202411,669$163.4K<0.1%−2,920−20.0%ReducedHolders
Q3 202414,589$230.9K<0.1%+14,589NewHolders
Q4 20230$00.0%−13,135−100.0%Sold outHolders
Q3 202313,135$71.7K<0.1%−289−2.2%ReducedHolders
Q2 202313,424$77.5K<0.1%−761−5.4%ReducedHolders
Q1 202314,185$80.0K<0.1%−492−3.4%ReducedHolders
Q4 202214,677$80.7K<0.1%+476+3.4%AddedHolders
Q3 202214,201$74.0K<0.1%+337+2.4%AddedHolders
Q2 202213,864$122.0K<0.1%−1,124−7.5%ReducedHolders
Q1 202214,988$180.0K<0.1%+2,959+24.6%AddedHolders
Q4 202112,029$181.0K<0.1%−1,907−13.7%ReducedHolders
Q3 202113,936$207.0K<0.1%−8,474−37.8%ReducedHolders
Q2 202122,410$338.0K<0.1%−12,674−36.1%ReducedHolders
Q1 202135,084$446.0K<0.1%––Holders

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