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Disclosery

Shum Financial Group, Inc.: SDY position timeline

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

Shum Financial Group, Inc. held 28,156 SDY 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 28,156 shares
    Change vs previous 13F +1,272 shares

    2.37% of the 13F portfolio, value $4,124,291.

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

  2. period ended2026-06-30
    13F 26,884 shares
    Change vs previous 13F +686 shares

    2.47% of the 13F portfolio, value $4,091,207.

    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 26,198 shares
    Change vs previous 13F -347 shares

    2.7% of the 13F portfolio, value $3,823,336.

    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 26,545 shares
    Change vs previous 13F +475 shares

    2.66% of the 13F portfolio, value $3,694,002.

    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 26,070 shares
    Change vs previous 13F +365 shares

    2.72% of the 13F portfolio, value $3,651,104.

    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 25,705 shares
    Change vs previous 13F -181 shares

    3.02% of the 13F portfolio, value $3,487,654.

    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 25,886 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $3,419,541.

    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).