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Disclosery

Shum Financial Group, Inc.: BLK position timeline

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

Shum Financial Group, Inc. held 2,207 BLK 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 2,207 shares
    Change vs previous 13F +19 shares

    1.34% of the 13F portfolio, value $2,335,460.

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

  2. period ended2026-06-30
    13F 2,188 shares
    Change vs previous 13F +8 shares

    1.27% of the 13F portfolio, value $2,103,724.

    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 2,180 shares
    Change vs previous 13F -3 shares

    1.48% of the 13F portfolio, value $2,096,359.

    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 2,183 shares
    Change vs previous 13F +9 shares

    1.68% of the 13F portfolio, value $2,336,364.

    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 2,174 shares
    Change vs previous 13F +1 shares

    1.89% of the 13F portfolio, value $2,534,396.

    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 2,173 shares
    Change vs previous 13F +32 shares

    1.78% of the 13F portfolio, value $2,056,534.

    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 2,141 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $2,194,580.

    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).