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Disclosery

Shum Financial Group, Inc.: XLU position timeline

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

Shum Financial Group, Inc. held 31,827 XLU 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 31,827 shares
    Change vs previous 13F +32 shares

    0.72% of the 13F portfolio, value $1,255,257.

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

  2. period ended2026-06-30
    13F 31,795 shares
    Change vs previous 13F +116 shares

    0.87% of the 13F portfolio, value $1,441,585.

    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 31,679 shares
    Change vs previous 13F +38 shares

    1.03% of the 13F portfolio, value $1,453,749.

    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 31,641 shares
    Change vs previous 13F +15,808 shares

    0.97% of the 13F portfolio, value $1,350,754.

    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 15,833 shares
    Change vs previous 13F +128 shares

    1.03% of the 13F portfolio, value $1,380,796.

    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 15,705 shares
    Change vs previous 13F +7 shares

    1.07% of the 13F portfolio, value $1,238,339.

    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 15,698 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,188,182.

    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).