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Cannon Financial Strategists, Inc.: DFAE position timeline

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

Cannon Financial Strategists, Inc. held 68,644 DFAE 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 68,644 shares
    Change vs previous 13F -2,383 shares

    0.31% of the 13F portfolio, value $2,760,168.

    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 71,027 shares
    Change vs previous 13F +4,784 shares

    0.32% of the 13F portfolio, value $2,404,981.

    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 66,243 shares
    Change vs previous 13F -94 shares

    0.3% of the 13F portfolio, value $2,157,543.

    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 66,337 shares
    Change vs previous 13F -1,103 shares

    0.3% of the 13F portfolio, value $2,091,607.

    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 67,440 shares
    Change vs previous 13F +3,281 shares

    0.31% of the 13F portfolio, value $1,952,388.

    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 64,159 shares
    Change vs previous 13F +2,332 shares

    0.29% of the 13F portfolio, value $1,661,077.

    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 61,827 shares
    Change vs previous 13F +14,821 shares

    0.27% of the 13F portfolio, value $1,568,551.

    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 47,006 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,288,434.

    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).