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Disclosery

Cannon Financial Strategists, Inc.: USRT position timeline

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

Cannon Financial Strategists, Inc. held 212,247 USRT 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 212,247 shares
    Change vs previous 13F +3,209 shares

    1.61% of the 13F portfolio, value $14,103,831.

    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 209,038 shares
    Change vs previous 13F +4,759 shares

    1.63% of the 13F portfolio, value $12,372,960.

    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 204,279 shares
    Change vs previous 13F +10,815 shares

    1.62% of the 13F portfolio, value $11,635,721.

    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 193,464 shares
    Change vs previous 13F +12,029 shares

    1.63% of the 13F portfolio, value $11,360,186.

    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 181,435 shares
    Change vs previous 13F -910 shares

    1.62% of the 13F portfolio, value $10,261,957.

    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 182,345 shares
    Change vs previous 13F +2,156 shares

    1.8% of the 13F portfolio, value $10,503,078.

    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 180,189 shares
    Change vs previous 13F +2,073 shares

    1.77% of the 13F portfolio, value $10,326,646.

    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 178,116 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $10,966,591.

    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).