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Cannon Financial Strategists, Inc.: SPY position timeline

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

Cannon Financial Strategists, Inc. held 2,952 SPY 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 2,952 shares
    Change vs previous 13F -158 shares

    0.25% of the 13F portfolio, value $2,204,184.

    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 3,110 shares
    Change vs previous 13F -7 shares

    0.27% of the 13F portfolio, value $2,022,304.

    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 3,117 shares
    Change vs previous 13F -80 shares

    0.3% of the 13F portfolio, value $2,125,354.

    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 3,197 shares
    Change vs previous 13F -67 shares

    0.3% of the 13F portfolio, value $2,129,777.

    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 3,264 shares
    Change vs previous 13F +418 shares

    0.32% of the 13F portfolio, value $2,016,662.

    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 2,846 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,592,024.

    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 2,846 shares
    Change vs previous 13F -1 shares

    0.29% of the 13F portfolio, value $1,667,984.

    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 2,847 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,633,495.

    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).