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Disclosery

Shum Financial Group, Inc.: HDV position timeline

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

Shum Financial Group, Inc. held 18,697 HDV 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 18,697 shares
    Change vs previous 13F +596 shares

    0.3% of the 13F portfolio, value $522,768.

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

  2. period ended2026-06-30
    13F 18,101 shares
    Change vs previous 13F +14,513 shares

    0.3% of the 13F portfolio, value $496,148.

    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 3,588 shares
    Change vs previous 13F +167 shares

    0.34% of the 13F portfolio, value $486,963.

    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 3,421 shares
    Change vs previous 13F +43 shares

    0.3% of the 13F portfolio, value $416,028.

    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 3,378 shares
    Change vs previous 13F +92 shares

    0.31% of the 13F portfolio, value $413,636.

    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 3,286 shares
    Change vs previous 13F +35 shares

    0.34% of the 13F portfolio, value $398,000.

    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 3,251 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $364,957.

    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).