Skip to content
Disclosery

Cannon Financial Strategists, Inc.: IBDR position timeline

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

Cannon Financial Strategists, Inc. held 40,778 IBDR 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 40,778 shares
    Change vs previous 13F +242 shares

    0.11% of the 13F portfolio, value $988,058.

    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 40,536 shares
    Change vs previous 13F +244 shares

    0.13% of the 13F portfolio, value $982,602.

    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 40,292 shares
    Change vs previous 13F +498 shares

    0.14% of the 13F portfolio, value $976,274.

    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 39,794 shares
    Change vs previous 13F +372 shares

    0.14% of the 13F portfolio, value $966,986.

    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 39,422 shares
    Change vs previous 13F +400 shares

    0.15% of the 13F portfolio, value $955,985.

    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 39,022 shares
    Change vs previous 13F +271 shares

    0.16% of the 13F portfolio, value $944,732.

    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 38,751 shares
    Change vs previous 13F +543 shares

    0.16% of the 13F portfolio, value $932,744.

    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 38,208 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $928,449.

    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).