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Disclosery

Shum Financial Group, Inc.: SPEM position timeline

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

Shum Financial Group, Inc. held 100,262 SPEM 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 100,262 shares
    Change vs previous 13F +15,709 shares

    2.98% of the 13F portfolio, value $5,189,570.

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

  2. period ended2026-06-30
    13F 84,553 shares
    Change vs previous 13F +5,297 shares

    2.64% of the 13F portfolio, value $4,378,163.

    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 79,256 shares
    Change vs previous 13F +1,980 shares

    2.63% of the 13F portfolio, value $3,717,893.

    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 77,276 shares
    Change vs previous 13F +3,824 shares

    2.61% of the 13F portfolio, value $3,617,284.

    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 73,452 shares
    Change vs previous 13F -1,142 shares

    2.57% of the 13F portfolio, value $3,438,281.

    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 74,594 shares
    Change vs previous 13F +1,916 shares

    2.54% of the 13F portfolio, value $2,936,752.

    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 72,678 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $2,788,642.

    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).