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Disclosery

Shum Financial Group, Inc.: AVGO position timeline

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

Shum Financial Group, Inc. held 3,485 AVGO 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 3,485 shares
    Change vs previous 13F +336 shares

    0.7% of the 13F portfolio, value $1,223,897.

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

  2. period ended2026-06-30
    13F 3,149 shares
    Change vs previous 13F +290 shares

    0.72% of the 13F portfolio, value $1,189,535.

    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 2,859 shares
    Change vs previous 13F +135 shares

    0.63% of the 13F portfolio, value $884,889.

    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 2,724 shares
    Change vs previous 13F +1,053 shares

    0.68% of the 13F portfolio, value $942,776.

    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 1,671 shares
    Change vs previous 13F -38 shares

    0.41% of the 13F portfolio, value $551,280.

    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 1,709 shares
    Change vs previous 13F +712 shares

    0.25% of the 13F portfolio, value $286,138.

    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 997 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $231,144.

    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).