Skip to content
Disclosery

Shum Financial Group, Inc.: PSA position timeline

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

Shum Financial Group, Inc. held 1,987 PSA 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 1,987 shares
    Change vs previous 13F -24 shares

    0.32% of the 13F portfolio, value $562,048.

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

  2. period ended2026-06-30
    13F 2,011 shares
    Change vs previous 13F +45 shares

    0.39% of the 13F portfolio, value $640,172.

    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 1,966 shares
    Change vs previous 13F -12 shares

    0.38% of the 13F portfolio, value $532,672.

    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 1,978 shares
    Change vs previous 13F +16 shares

    0.37% of the 13F portfolio, value $513,190.

    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 1,962 shares
    Change vs previous 13F -127 shares

    0.42% of the 13F portfolio, value $566,654.

    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 2,089 shares
    Change vs previous 13F +35 shares

    0.54% of the 13F portfolio, value $625,313.

    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 2,054 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $615,139.

    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).