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Cannon Financial Strategists, Inc.: SPDW position timeline

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

Cannon Financial Strategists, Inc. held 24,362 SPDW 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 24,362 shares
    Change vs previous 13F +21 shares

    0.14% of the 13F portfolio, value $1,227,595.

    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 24,341 shares
    Change vs previous 13F +14,127 shares

    0.15% of the 13F portfolio, value $1,111,151.

    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 10,214 shares
    Change vs previous 13F +26 shares

    0.06% of the 13F portfolio, value $453,585.

    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 10,188 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $435,936.

    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 10,188 shares
    Change vs previous 13F -7,658 shares

    0.07% of the 13F portfolio, value $412,504.

    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 17,846 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $649,777.

    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 17,846 shares
    Change vs previous 13F +19 shares

    0.1% of the 13F portfolio, value $609,088.

    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 17,827 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $669,570.

    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).