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Disclosery

Shum Financial Group, Inc.: JNJ position timeline

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

Shum Financial Group, Inc. held 11,386 JNJ 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 11,386 shares
    Change vs previous 13F -226 shares

    1.73% of the 13F portfolio, value $3,014,377.

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

  2. period ended2026-06-30
    13F 11,612 shares
    Change vs previous 13F -27 shares

    1.78% of the 13F portfolio, value $2,949,092.

    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 11,639 shares
    Change vs previous 13F -488 shares

    2.01% of the 13F portfolio, value $2,844,972.

    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 12,127 shares
    Change vs previous 13F -344 shares

    1.81% of the 13F portfolio, value $2,509,582.

    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 12,471 shares
    Change vs previous 13F -1,833 shares

    1.73% of the 13F portfolio, value $2,312,419.

    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 14,304 shares
    Change vs previous 13F -232 shares

    2.05% of the 13F portfolio, value $2,372,111.

    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 14,536 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $2,102,242.

    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).