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Disclosery

Shum Financial Group, Inc.: QUAL position timeline

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

Shum Financial Group, Inc. held 33,185 QUAL 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 33,185 shares
    Change vs previous 13F +816 shares

    4.23% of the 13F portfolio, value $7,375,034.

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

  2. period ended2026-06-30
    13F 32,369 shares
    Change vs previous 13F +1,760 shares

    4.28% of the 13F portfolio, value $7,102,730.

    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 30,609 shares
    Change vs previous 13F +513 shares

    4.15% of the 13F portfolio, value $5,871,112.

    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 30,096 shares
    Change vs previous 13F +619 shares

    4.31% of the 13F portfolio, value $5,977,668.

    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 29,477 shares
    Change vs previous 13F +227 shares

    4.28% of the 13F portfolio, value $5,733,276.

    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 29,250 shares
    Change vs previous 13F +47 shares

    4.33% of the 13F portfolio, value $4,998,532.

    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 29,203 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $5,200,470.

    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).