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Disclosery

Shum Financial Group, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shum Financial Group, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Shum Financial Group, Inc. held 48,394 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,394 shares
    Change vs previous 13F -707 shares

    9.25% of the 13F portfolio, value $16,116,244.

    13F-HR 0002044675-26-000007 filed by Shum Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 49,101 shares
    Change vs previous 13F +501 shares

    8.56% of the 13F portfolio, value $14,207,756.

    13F-HR 0002044675-26-000006 filed by Shum Financial Group, 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 48,600 shares
    Change vs previous 13F +14,401 shares

    8.72% of the 13F portfolio, value $12,334,307.

    13F-HR 0002044675-26-000004 filed by Shum Financial Group, 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 34,199 shares
    Change vs previous 13F -1,082 shares

    6.7% of the 13F portfolio, value $9,297,411.

    13F-HR 0002044675-26-000001 filed by Shum Financial Group, 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 35,281 shares
    Change vs previous 13F +356 shares

    6.7% of the 13F portfolio, value $8,983,621.

    13F-HR 0002044675-25-000010 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 34,925 shares
    Change vs previous 13F +119 shares

    6.71% of the 13F portfolio, value $7,757,943.

    13F-HR 0002044675-25-000002 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 34,806 shares
    Change vs previous 13F not available

    7.53% of the 13F portfolio, value $8,716,207.

    13F-HR 0002044675-25-000001 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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