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Disclosery

Shum Financial Group, Inc.: V position timeline

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

Shum Financial Group, Inc. held 4,455 V 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 4,455 shares
    Change vs previous 13F +18 shares

    0.92% of the 13F portfolio, value $1,600,914.

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

  2. period ended2026-06-30
    13F 4,437 shares
    Change vs previous 13F -8 shares

    0.92% of the 13F portfolio, value $1,522,382.

    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 4,445 shares
    Change vs previous 13F +10 shares

    0.95% of the 13F portfolio, value $1,343,535.

    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 4,435 shares
    Change vs previous 13F +110 shares

    1.12% of the 13F portfolio, value $1,555,487.

    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 4,325 shares
    Change vs previous 13F +104 shares

    1.1% of the 13F portfolio, value $1,476,551.

    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 4,221 shares
    Change vs previous 13F +211 shares

    1.28% of the 13F portfolio, value $1,479,372.

    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 4,010 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,267,391.

    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).