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Disclosery

Shum Financial Group, Inc.: VCIT position timeline

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

Shum Financial Group, Inc. held 11,020 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,020 shares
    Change vs previous 13F +516 shares

    0.55% of the 13F portfolio, value $910,788.

    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).

  2. period ended2026-03-31
    13F 10,504 shares
    Change vs previous 13F -177 shares

    0.61% of the 13F portfolio, value $869,174.

    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).

  3. period ended2025-12-31
    13F 10,681 shares
    Change vs previous 13F +342 shares

    0.64% of the 13F portfolio, value $894,573.

    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).

  4. period ended2025-09-30
    13F 10,339 shares
    Change vs previous 13F +729 shares

    0.65% of the 13F portfolio, value $869,626.

    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).

  5. period ended2025-03-31
    13F 9,610 shares
    Change vs previous 13F +346 shares

    0.68% of the 13F portfolio, value $785,689.

    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).

  6. period ended2024-12-31
    13F 9,264 shares
    Change vs previous 13F +148 shares

    0.64% of the 13F portfolio, value $743,586.

    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).

  7. period ended2024-09-30
    13F 9,116 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $741,803.

    13F-HR 0002044675-24-000001 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).