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Disclosery

Shum Financial Group, Inc.: MSFT position timeline

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

Shum Financial Group, Inc. held 13,011 MSFT 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 13,011 shares
    Change vs previous 13F +55 shares

    3.83% of the 13F portfolio, value $6,673,399.

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

  2. period ended2026-06-30
    13F 12,956 shares
    Change vs previous 13F +591 shares

    2.91% of the 13F portfolio, value $4,832,702.

    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 12,365 shares
    Change vs previous 13F +1,130 shares

    3.24% of the 13F portfolio, value $4,577,006.

    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 11,235 shares
    Change vs previous 13F +248 shares

    3.91% of the 13F portfolio, value $5,433,471.

    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 10,987 shares
    Change vs previous 13F +106 shares

    4.25% of the 13F portfolio, value $5,690,973.

    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 10,881 shares
    Change vs previous 13F +317 shares

    3.53% of the 13F portfolio, value $4,084,465.

    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 10,564 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $4,452,704.

    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).