SkyOak Wealth, LLC
Position in CHMI — Cherry Hill Mortgage Investment Corp
CIK 1800379
SOUTHFIELD, MI
Position in CHMI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$25,520
-$1,980 QoQ
Shares Held
11,000
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 48 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHMI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026SkyOak Wealth, LLC holds $5,892,694 across 3 REIT - Mortgage names. CHMI ranks #3 (0.4% of the industry book) .
All Filings in CHMI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,520 | 11,000 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $27,500 | 11,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $28,050 | 11,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $26,290 | 11,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $30,030 | 11,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $36,300 | 11,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $29,040 | 11,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $39,930 | 11,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $39,930 | 11,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $38,940 | 11,000 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $44,440 | 11,000 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $40,920 | 11,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $53,130 | 11,000 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $60,720 | 11,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $63,800 | 11,000 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $54,010 | 11,000 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $70,400 | 11,000 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $84,920 | 11,000 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||