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Disclosery

Shum Financial Group, Inc.: NEAR position timeline

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

Shum Financial Group, Inc. held 5,499 NEAR 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 5,499 shares
    Change vs previous 13F -157 shares

    0.16% of the 13F portfolio, value $274,180.

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

  2. period ended2026-06-30
    13F 5,656 shares
    Change vs previous 13F +122 shares

    0.17% of the 13F portfolio, value $286,533.

    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 5,534 shares
    Change vs previous 13F -115 shares

    0.2% of the 13F portfolio, value $281,321.

    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 5,649 shares
    Change vs previous 13F -2,368 shares

    0.21% of the 13F portfolio, value $288,664.

    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 8,017 shares
    Change vs previous 13F +1,126 shares

    0.31% of the 13F portfolio, value $411,112.

    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 6,891 shares
    Change vs previous 13F +701 shares

    0.3% of the 13F portfolio, value $350,545.

    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 6,190 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $312,595.

    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).