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Disclosery

Shum Financial Group, Inc.: PEP position timeline

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

Shum Financial Group, Inc. held 3,493 PEP 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 3,493 shares
    Change vs previous 13F -380 shares

    0.25% of the 13F portfolio, value $442,679.

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

  2. period ended2026-06-30
    13F 3,873 shares
    Change vs previous 13F -501 shares

    0.32% of the 13F portfolio, value $524,378.

    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 4,374 shares
    Change vs previous 13F -6 shares

    0.48% of the 13F portfolio, value $679,284.

    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 4,380 shares
    Change vs previous 13F -41 shares

    0.45% of the 13F portfolio, value $628,672.

    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 4,421 shares
    Change vs previous 13F -1,742 shares

    0.46% of the 13F portfolio, value $620,939.

    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 6,163 shares
    Change vs previous 13F +60 shares

    0.8% of the 13F portfolio, value $924,142.

    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 6,103 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $927,960.

    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).