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Cannon Financial Strategists, Inc.: BIV position timeline

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

Cannon Financial Strategists, Inc. held 696,561 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 696,561 shares
    Change vs previous 13F +39,093 shares

    6.08% of the 13F portfolio, value $53,426,208.

    13F-HR 0001951757-26-001140 filed by Cannon Financial Strategists, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 657,468 shares
    Change vs previous 13F +60,250 shares

    6.67% of the 13F portfolio, value $50,743,399.

    13F-HR 0001951757-26-000829 filed by Cannon Financial Strategists, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 597,218 shares
    Change vs previous 13F +21,855 shares

    6.47% of the 13F portfolio, value $46,511,367.

    13F-HR 0001951757-26-000351 filed by Cannon Financial Strategists, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 575,363 shares
    Change vs previous 13F +51,970 shares

    6.43% of the 13F portfolio, value $44,930,115.

    13F-HR 0001951757-25-001282 filed by Cannon Financial Strategists, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 523,393 shares
    Change vs previous 13F +61,680 shares

    6.39% of the 13F portfolio, value $40,479,179.

    13F-HR 0001951757-25-001041 filed by Cannon Financial Strategists, 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 461,713 shares
    Change vs previous 13F +32,935 shares

    6.07% of the 13F portfolio, value $35,353,379.

    13F-HR 0001951757-25-000509 filed by Cannon Financial Strategists, 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 428,778 shares
    Change vs previous 13F +27,666 shares

    5.49% of the 13F portfolio, value $32,042,588.

    13F-HR 0001951757-25-000162 filed by Cannon Financial Strategists, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 401,112 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $31,435,111.

    13F-HR/A 0001951757-24-001095 filed by Cannon Financial Strategists, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).