Cannon Financial Strategists, Inc.: CEF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cannon Financial Strategists, Inc. on CEF, newest first. How the timeline and the estimate are built.
Cannon Financial Strategists, Inc. held 14,282 CEF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 14,282 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $574,557.
13F-HR 0001951757-26-001140 filed by Cannon Financial Strategists, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,282 sharesChange vs previous 13F +3,282 shares
0.09% of the 13F portfolio, value $681,528.
13F-HR 0001951757-26-000829 filed by Cannon Financial Strategists, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,000 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $503,800.
13F-HR 0001951757-26-000351 filed by Cannon Financial Strategists, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,000 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $403,590.
13F-HR 0001951757-25-001282 filed by Cannon Financial Strategists, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,000 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $331,100.
13F-HR 0001951757-25-001041 filed by Cannon Financial Strategists, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,000 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $312,510.
13F-HR 0001951757-25-000509 filed by Cannon Financial Strategists, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,000 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $261,360.
13F-HR 0001951757-25-000162 filed by Cannon Financial Strategists, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 11,000 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $269,390.
13F-HR/A 0001951757-24-001095 filed by Cannon Financial Strategists, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).