Skip to content
Disclosery

Cannon Financial Strategists, Inc.: IBDS position timeline

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

Cannon Financial Strategists, Inc. held 58,868 IBDS 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 58,868 shares
    Change vs previous 13F +385 shares

    0.16% of the 13F portfolio, value $1,425,779.

    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 58,483 shares
    Change vs previous 13F +376 shares

    0.19% of the 13F portfolio, value $1,417,630.

    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 58,107 shares
    Change vs previous 13F +776 shares

    0.2% of the 13F portfolio, value $1,410,829.

    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 57,331 shares
    Change vs previous 13F +571 shares

    0.2% of the 13F portfolio, value $1,395,437.

    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 56,760 shares
    Change vs previous 13F -7,677 shares

    0.22% of the 13F portfolio, value $1,377,572.

    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 64,437 shares
    Change vs previous 13F +470 shares

    0.27% of the 13F portfolio, value $1,558,094.

    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 63,967 shares
    Change vs previous 13F +936 shares

    0.26% of the 13F portfolio, value $1,532,652.

    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 63,031 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,536,077.

    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).