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Disclosery

Cannon Financial Strategists, Inc.: CGSD position timeline

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

Cannon Financial Strategists, Inc. held 111,085 CGSD 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 111,085 shares
    Change vs previous 13F +33,269 shares

    0.33% of the 13F portfolio, value $2,858,209.

    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 77,816 shares
    Change vs previous 13F +48,358 shares

    0.26% of the 13F portfolio, value $2,006,875.

    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 29,458 shares
    Change vs previous 13F +350 shares

    0.11% of the 13F portfolio, value $766,211.

    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 29,108 shares
    Change vs previous 13F +110 shares

    0.11% of the 13F portfolio, value $756,222.

    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 28,998 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $752,219.

    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).