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Disclosery

Shum Financial Group, Inc.: AMT position timeline

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

Shum Financial Group, Inc. held 4,677 AMT 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 4,677 shares
    Change vs previous 13F -21 shares

    0.44% of the 13F portfolio, value $765,650.

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

  2. period ended2026-06-30
    13F 4,698 shares
    Change vs previous 13F +237 shares

    0.46% of the 13F portfolio, value $768,431.

    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 4,461 shares
    Change vs previous 13F +319 shares

    0.54% of the 13F portfolio, value $769,936.

    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 4,142 shares
    Change vs previous 13F +346 shares

    0.52% of the 13F portfolio, value $727,181.

    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 3,796 shares
    Change vs previous 13F -400 shares

    0.54% of the 13F portfolio, value $730,116.

    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 4,196 shares
    Change vs previous 13F +141 shares

    0.79% of the 13F portfolio, value $912,951.

    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 4,055 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $748,219.

    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).