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Disclosery

Shum Financial Group, Inc.: SPYV position timeline

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

Shum Financial Group, Inc. held 69,841 SPYV 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 69,841 shares
    Change vs previous 13F +1,426 shares

    2.45% of the 13F portfolio, value $4,269,384.

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

  2. period ended2026-06-30
    13F 68,415 shares
    Change vs previous 13F +4,638 shares

    2.51% of the 13F portfolio, value $4,158,930.

    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 63,777 shares
    Change vs previous 13F +2,728 shares

    2.55% of the 13F portfolio, value $3,608,522.

    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 61,049 shares
    Change vs previous 13F +4,673 shares

    2.5% of the 13F portfolio, value $3,468,195.

    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 56,376 shares
    Change vs previous 13F +3,716 shares

    2.33% of the 13F portfolio, value $3,119,260.

    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 52,660 shares
    Change vs previous 13F +1,144 shares

    2.33% of the 13F portfolio, value $2,689,335.

    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 51,516 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $2,634,554.

    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).