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Disclosery

Shum Financial Group, Inc.: HD position timeline

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

Shum Financial Group, Inc. held 5,785 HD 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 5,785 shares
    Change vs previous 13F -108 shares

    0.94% of the 13F portfolio, value $1,645,775.

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

  2. period ended2026-06-30
    13F 5,893 shares
    Change vs previous 13F -277 shares

    1.25% of the 13F portfolio, value $2,078,343.

    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 6,170 shares
    Change vs previous 13F -76 shares

    1.43% of the 13F portfolio, value $2,029,251.

    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 6,246 shares
    Change vs previous 13F -22 shares

    1.55% of the 13F portfolio, value $2,149,249.

    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 6,268 shares
    Change vs previous 13F +935 shares

    1.89% of the 13F portfolio, value $2,539,731.

    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 5,333 shares
    Change vs previous 13F +24 shares

    1.69% of the 13F portfolio, value $1,954,491.

    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 5,309 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $2,065,148.

    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).