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Disclosery

Shum Financial Group, Inc.: BX position timeline

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

Shum Financial Group, Inc. held 4,153 BX 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 4,153 shares
    Change vs previous 13F +1 shares

    0.27% of the 13F portfolio, value $465,510.

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

  2. period ended2026-06-30
    13F 4,152 shares
    Change vs previous 13F -16 shares

    0.29% of the 13F portfolio, value $488,566.

    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 4,168 shares
    Change vs previous 13F +122 shares

    0.34% of the 13F portfolio, value $479,278.

    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 4,046 shares
    Change vs previous 13F +327 shares

    0.45% of the 13F portfolio, value $623,650.

    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 3,719 shares
    Change vs previous 13F -322 shares

    0.47% of the 13F portfolio, value $635,391.

    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 4,041 shares
    Change vs previous 13F -113 shares

    0.49% of the 13F portfolio, value $564,851.

    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 4,154 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $716,233.

    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).