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Disclosery

Shum Financial Group, Inc.: VTI position timeline

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

Shum Financial Group, Inc. held 1,569 VTI 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 1,569 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $587,183.

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

  2. period ended2026-06-30
    13F 1,569 shares
    Change vs previous 13F -57 shares

    0.35% of the 13F portfolio, value $580,593.

    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 1,626 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $521,637.

    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 1,626 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $545,149.

    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 1,626 shares
    Change vs previous 13F -13 shares

    0.4% of the 13F portfolio, value $533,604.

    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 1,639 shares
    Change vs previous 13F -34 shares

    0.39% of the 13F portfolio, value $450,463.

    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 1,673 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $484,852.

    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).