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Cannon Financial Strategists, Inc.: DFAX position timeline

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

Cannon Financial Strategists, Inc. held 109,286 DFAX 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 109,286 shares
    Change vs previous 13F -1,067 shares

    0.46% of the 13F portfolio, value $4,026,091.

    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 110,353 shares
    Change vs previous 13F +59,950 shares

    0.49% of the 13F portfolio, value $3,748,683.

    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 50,403 shares
    Change vs previous 13F -131 shares

    0.23% of the 13F portfolio, value $1,649,683.

    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 50,534 shares
    Change vs previous 13F +8,379 shares

    0.23% of the 13F portfolio, value $1,585,749.

    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 42,155 shares
    Change vs previous 13F +19,282 shares

    0.2% of the 13F portfolio, value $1,238,092.

    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 22,873 shares
    Change vs previous 13F -34,432 shares

    0.1% of the 13F portfolio, value $599,273.

    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 57,305 shares
    Change vs previous 13F +10,218 shares

    0.24% of the 13F portfolio, value $1,424,602.

    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 47,087 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,271,820.

    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).