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Disclosery

Shum Financial Group, Inc.: WMT position timeline

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

Shum Financial Group, Inc. held 22,687 WMT 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 22,687 shares
    Change vs previous 13F +333 shares

    1.35% of the 13F portfolio, value $2,357,656.

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

  2. period ended2026-06-30
    13F 22,354 shares
    Change vs previous 13F +87 shares

    1.53% of the 13F portfolio, value $2,531,784.

    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 22,267 shares
    Change vs previous 13F -243 shares

    1.96% of the 13F portfolio, value $2,767,330.

    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 22,510 shares
    Change vs previous 13F +570 shares

    1.81% of the 13F portfolio, value $2,507,891.

    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 21,940 shares
    Change vs previous 13F +48 shares

    1.69% of the 13F portfolio, value $2,261,184.

    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 21,892 shares
    Change vs previous 13F +672 shares

    1.66% of the 13F portfolio, value $1,921,864.

    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 21,220 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $1,919,771.

    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).