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Disclosery

Shum Financial Group, Inc.: ESGD position timeline

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

Shum Financial Group, Inc. held 3,491 ESGD 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 3,491 shares
    Change vs previous 13F +268 shares

    0.21% of the 13F portfolio, value $359,792.

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

  2. period ended2026-06-30
    13F 3,223 shares
    Change vs previous 13F +50 shares

    0.2% of the 13F portfolio, value $331,401.

    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 3,173 shares
    Change vs previous 13F +330 shares

    0.21% of the 13F portfolio, value $303,403.

    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 2,843 shares
    Change vs previous 13F +413 shares

    0.19% of the 13F portfolio, value $270,341.

    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 2,430 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $225,895.

    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).