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Disclosery

Shum Financial Group, Inc.: UPS position timeline

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

Shum Financial Group, Inc. held 8,147 UPS 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 8,147 shares
    Change vs previous 13F -39 shares

    0.44% of the 13F portfolio, value $761,256.

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

  2. period ended2026-06-30
    13F 8,186 shares
    Change vs previous 13F -83 shares

    0.53% of the 13F portfolio, value $879,995.

    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 8,269 shares
    Change vs previous 13F +277 shares

    0.58% of the 13F portfolio, value $813,504.

    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 7,992 shares
    Change vs previous 13F +2,142 shares

    0.57% of the 13F portfolio, value $792,726.

    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 5,850 shares
    Change vs previous 13F +1,901 shares

    0.36% of the 13F portfolio, value $488,651.

    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 3,949 shares
    Change vs previous 13F +153 shares

    0.38% of the 13F portfolio, value $434,351.

    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 3,796 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $478,676.

    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).