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Disclosery

Shum Financial Group, Inc.: USRT position timeline

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

Shum Financial Group, Inc. held 22,080 USRT 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 22,080 shares
    Change vs previous 13F -44 shares

    0.78% of the 13F portfolio, value $1,359,656.

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

  2. period ended2026-06-30
    13F 22,124 shares
    Change vs previous 13F -17 shares

    0.89% of the 13F portfolio, value $1,470,173.

    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 22,141 shares
    Change vs previous 13F -76 shares

    0.93% of the 13F portfolio, value $1,310,555.

    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 22,217 shares
    Change vs previous 13F -66 shares

    0.91% of the 13F portfolio, value $1,265,509.

    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 22,283 shares
    Change vs previous 13F +201 shares

    0.98% of the 13F portfolio, value $1,308,487.

    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 22,082 shares
    Change vs previous 13F +15 shares

    1.1% of the 13F portfolio, value $1,271,952.

    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 22,067 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,264,688.

    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).