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Disclosery

Shum Financial Group, Inc.: EFV position timeline

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

Shum Financial Group, Inc. held 159,336 EFV 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 159,336 shares
    Change vs previous 13F +3,784 shares

    7.24% of the 13F portfolio, value $12,609,872.

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

  2. period ended2026-06-30
    13F 155,552 shares
    Change vs previous 13F +5,390 shares

    7.18% of the 13F portfolio, value $11,907,526.

    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 150,162 shares
    Change vs previous 13F +2,776 shares

    7.89% of the 13F portfolio, value $11,164,508.

    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 147,386 shares
    Change vs previous 13F +5,326 shares

    7.58% of the 13F portfolio, value $10,524,799.

    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 142,060 shares
    Change vs previous 13F +61,339 shares

    7.19% of the 13F portfolio, value $9,635,896.

    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 80,721 shares
    Change vs previous 13F +1,324 shares

    4.12% of the 13F portfolio, value $4,757,696.

    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 79,397 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $4,165,961.

    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).