Skip to content
Disclosery

Shum Financial Group, Inc.: DIS position timeline

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

Shum Financial Group, Inc. held 3,842 DIS 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 3,842 shares
    Change vs previous 13F -657 shares

    0.23% of the 13F portfolio, value $403,026.

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

  2. period ended2026-06-30
    13F 4,499 shares
    Change vs previous 13F -1,458 shares

    0.26% of the 13F portfolio, value $433,029.

    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 5,957 shares
    Change vs previous 13F -165 shares

    0.41% of the 13F portfolio, value $574,136.

    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 6,122 shares
    Change vs previous 13F -45 shares

    0.5% of the 13F portfolio, value $696,500.

    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 6,167 shares
    Change vs previous 13F -856 shares

    0.53% of the 13F portfolio, value $706,122.

    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 7,023 shares
    Change vs previous 13F -59 shares

    0.6% of the 13F portfolio, value $693,170.

    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 7,082 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $790,857.

    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).