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Cannon Financial Strategists, Inc.: ISTB position timeline

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

Cannon Financial Strategists, Inc. held 103,207 ISTB 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 103,207 shares
    Change vs previous 13F +1,102 shares

    0.57% of the 13F portfolio, value $4,979,736.

    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 102,105 shares
    Change vs previous 13F +18,309 shares

    0.65% of the 13F portfolio, value $4,948,024.

    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 83,796 shares
    Change vs previous 13F +137 shares

    0.57% of the 13F portfolio, value $4,085,043.

    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 83,659 shares
    Change vs previous 13F -144 shares

    0.58% of the 13F portfolio, value $4,085,927.

    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 83,803 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $4,077,016.

    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 83,803 shares
    Change vs previous 13F +152 shares

    0.7% of the 13F portfolio, value $4,051,875.

    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 83,651 shares
    Change vs previous 13F +3,385 shares

    0.69% of the 13F portfolio, value $3,996,008.

    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 80,266 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,907,349.

    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).