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Disclosery

Shum Financial Group, Inc.: VOO position timeline

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

Shum Financial Group, Inc. held 585 VOO 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 585 shares
    Change vs previous 13F +118 shares

    0.24% of the 13F portfolio, value $409,791.

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

  2. period ended2026-06-30
    13F 467 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $320,494.

    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 ยง4.2).