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Disclosery

Shum Financial Group, Inc.: BRK-B position timeline

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

Shum Financial Group, Inc. held 1,174 BRK-B 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 1,174 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $584,593.

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

  2. period ended2026-06-30
    13F 1,174 shares
    Change vs previous 13F -30 shares

    0.35% of the 13F portfolio, value $587,458.

    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 1,204 shares
    Change vs previous 13F +15 shares

    0.41% of the 13F portfolio, value $576,957.

    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 1,189 shares
    Change vs previous 13F -3 shares

    0.43% of the 13F portfolio, value $597,651.

    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 1,192 shares
    Change vs previous 13F -88 shares

    0.45% of the 13F portfolio, value $599,266.

    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 1,280 shares
    Change vs previous 13F -24 shares

    0.59% of the 13F portfolio, value $681,702.

    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 1,304 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $591,077.

    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).