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Disclosery

Shum Financial Group, Inc.: ORCL position timeline

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

Shum Financial Group, Inc. held 5,274 ORCL 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 5,274 shares
    Change vs previous 13F +49 shares

    0.42% of the 13F portfolio, value $724,120.

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

  2. period ended2026-06-30
    13F 5,225 shares
    Change vs previous 13F -261 shares

    0.46% of the 13F portfolio, value $765,724.

    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 5,486 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $807,045.

    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 5,486 shares
    Change vs previous 13F +55 shares

    0.77% of the 13F portfolio, value $1,069,276.

    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 5,431 shares
    Change vs previous 13F -260 shares

    1.14% of the 13F portfolio, value $1,527,414.

    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 5,691 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $795,659.

    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 5,691 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $948,348.

    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).