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Disclosery

Shum Financial Group, Inc.: CRM position timeline

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

Shum Financial Group, Inc. held 4,446 CRM 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 4,446 shares
    Change vs previous 13F +15 shares

    0.59% of the 13F portfolio, value $1,020,668.

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

  2. period ended2026-06-30
    13F 4,431 shares
    Change vs previous 13F +168 shares

    0.42% of the 13F portfolio, value $694,160.

    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 4,263 shares
    Change vs previous 13F +27 shares

    0.56% of the 13F portfolio, value $795,774.

    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 4,236 shares
    Change vs previous 13F +48 shares

    0.81% of the 13F portfolio, value $1,122,159.

    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 4,188 shares
    Change vs previous 13F +157 shares

    0.74% of the 13F portfolio, value $992,556.

    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 4,031 shares
    Change vs previous 13F +216 shares

    0.94% of the 13F portfolio, value $1,081,759.

    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 3,815 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,276,475.

    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).