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Disclosery

Shum Financial Group, Inc.: ACWI position timeline

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

Shum Financial Group, Inc. held 5,526 ACWI 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 5,526 shares
    Change vs previous 13F +453 shares

    0.5% of the 13F portfolio, value $877,286.

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

  2. period ended2026-06-30
    13F 5,073 shares
    Change vs previous 13F +471 shares

    0.48% of the 13F portfolio, value $796,260.

    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 4,602 shares
    Change vs previous 13F +260 shares

    0.45% of the 13F portfolio, value $636,725.

    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 4,342 shares
    Change vs previous 13F +517 shares

    0.44% of the 13F portfolio, value $614,295.

    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 3,825 shares
    Change vs previous 13F -7,789 shares

    0.39% of the 13F portfolio, value $528,701.

    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 11,614 shares
    Change vs previous 13F +224 shares

    1.17% of the 13F portfolio, value $1,351,803.

    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 11,390 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,338,375.

    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).