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Cannon Financial Strategists, Inc.: CGCB position timeline

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

Cannon Financial Strategists, Inc. held 671,881 CGCB 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 671,881 shares
    Change vs previous 13F -30,255 shares

    2% of the 13F portfolio, value $17,589,838.

    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 702,136 shares
    Change vs previous 13F +192,582 shares

    2.42% of the 13F portfolio, value $18,438,095.

    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 509,554 shares
    Change vs previous 13F +12,741 shares

    1.88% of the 13F portfolio, value $13,513,365.

    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 496,813 shares
    Change vs previous 13F +32,220 shares

    1.89% of the 13F portfolio, value $13,205,289.

    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 464,593 shares
    Change vs previous 13F +4,435 shares

    1.93% of the 13F portfolio, value $12,218,792.

    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 460,158 shares
    Change vs previous 13F +25,754 shares

    2.08% of the 13F portfolio, value $12,092,946.

    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 434,404 shares
    Change vs previous 13F +249,825 shares

    1.92% of the 13F portfolio, value $11,203,271.

    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 184,579 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $4,974,404.

    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).