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Disclosery

Shum Financial Group, Inc.: IBM position timeline

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

Shum Financial Group, Inc. held 3,607 IBM 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 3,607 shares
    Change vs previous 13F -10 shares

    0.46% of the 13F portfolio, value $793,288.

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

  2. period ended2026-06-30
    13F 3,617 shares
    Change vs previous 13F +6 shares

    0.61% of the 13F portfolio, value $1,017,137.

    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 3,611 shares
    Change vs previous 13F +10 shares

    0.62% of the 13F portfolio, value $875,270.

    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 3,601 shares
    Change vs previous 13F +27 shares

    0.77% of the 13F portfolio, value $1,066,652.

    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 3,574 shares
    Change vs previous 13F +27 shares

    0.75% of the 13F portfolio, value $1,008,440.

    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 3,547 shares
    Change vs previous 13F +5 shares

    0.76% of the 13F portfolio, value $881,997.

    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 3,542 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $778,638.

    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).