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Disclosery

Shum Financial Group, Inc.: SPYG position timeline

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

Shum Financial Group, Inc. held 30,177 SPYG 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 30,177 shares
    Change vs previous 13F -410 shares

    2.13% of the 13F portfolio, value $3,714,136.

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

  2. period ended2026-06-30
    13F 30,587 shares
    Change vs previous 13F +1,236 shares

    2.19% of the 13F portfolio, value $3,639,494.

    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 29,351 shares
    Change vs previous 13F +246 shares

    2.03% of the 13F portfolio, value $2,873,805.

    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 29,105 shares
    Change vs previous 13F -98 shares

    2.24% of the 13F portfolio, value $3,105,548.

    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 29,203 shares
    Change vs previous 13F -1,109 shares

    2.28% of the 13F portfolio, value $3,052,043.

    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 30,312 shares
    Change vs previous 13F +91 shares

    2.11% of the 13F portfolio, value $2,436,195.

    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 30,221 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $2,656,442.

    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).