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Disclosery

Shum Financial Group, Inc.: VIG position timeline

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

Shum Financial Group, Inc. held 1,786 VIG 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 1,786 shares
    Change vs previous 13F -43 shares

    0.24% of the 13F portfolio, value $416,735.

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

  2. period ended2026-06-30
    13F 1,829 shares
    Change vs previous 13F +76 shares

    0.26% of the 13F portfolio, value $432,815.

    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 1,753 shares
    Change vs previous 13F +8 shares

    0.27% of the 13F portfolio, value $377,027.

    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 1,745 shares
    Change vs previous 13F +17 shares

    0.28% of the 13F portfolio, value $383,538.

    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 1,728 shares
    Change vs previous 13F +71 shares

    0.28% of the 13F portfolio, value $372,894.

    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 1,657 shares
    Change vs previous 13F +39 shares

    0.28% of the 13F portfolio, value $321,444.

    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 1,618 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $316,849.

    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).