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Disclosery

Shum Financial Group, Inc.: IQLT position timeline

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

Shum Financial Group, Inc. held 105,798 IQLT 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 105,798 shares
    Change vs previous 13F +10,307 shares

    3% of the 13F portfolio, value $5,233,827.

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

  2. period ended2026-06-30
    13F 95,491 shares
    Change vs previous 13F +9,314 shares

    2.85% of the 13F portfolio, value $4,731,579.

    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 86,177 shares
    Change vs previous 13F +3,473 shares

    2.82% of the 13F portfolio, value $3,983,963.

    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 82,704 shares
    Change vs previous 13F +9,795 shares

    2.71% of the 13F portfolio, value $3,758,897.

    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 72,909 shares
    Change vs previous 13F +7,669 shares

    2.4% of the 13F portfolio, value $3,221,849.

    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 65,240 shares
    Change vs previous 13F +1,031 shares

    2.24% of the 13F portfolio, value $2,589,376.

    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 64,209 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $2,383,438.

    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).