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Disclosery

Shum Financial Group, Inc.: XLV position timeline

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

Shum Financial Group, Inc. held 5,823 XLV 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 5,823 shares
    Change vs previous 13F +9 shares

    0.56% of the 13F portfolio, value $980,710.

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

  2. period ended2026-06-30
    13F 5,814 shares
    Change vs previous 13F +46 shares

    0.56% of the 13F portfolio, value $922,449.

    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 5,768 shares
    Change vs previous 13F -15 shares

    0.6% of the 13F portfolio, value $845,646.

    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 5,783 shares
    Change vs previous 13F +14 shares

    0.64% of the 13F portfolio, value $895,208.

    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 5,769 shares
    Change vs previous 13F +92 shares

    0.6% of the 13F portfolio, value $802,872.

    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 5,677 shares
    Change vs previous 13F +19 shares

    0.72% of the 13F portfolio, value $828,899.

    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 5,658 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $778,371.

    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).