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Cannon Financial Strategists, Inc.: VLUE position timeline

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

Cannon Financial Strategists, Inc. held 18,831 VLUE 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 18,831 shares
    Change vs previous 13F +51 shares

    0.43% of the 13F portfolio, value $3,762,572.

    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 18,780 shares
    Change vs previous 13F -98 shares

    0.35% of the 13F portfolio, value $2,670,378.

    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 18,878 shares
    Change vs previous 13F -476 shares

    0.36% of the 13F portfolio, value $2,581,244.

    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 19,354 shares
    Change vs previous 13F +28 shares

    0.35% of the 13F portfolio, value $2,420,250.

    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 19,326 shares
    Change vs previous 13F -7,989 shares

    0.35% of the 13F portfolio, value $2,187,896.

    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 27,315 shares
    Change vs previous 13F +2,195 shares

    0.5% of the 13F portfolio, value $2,913,145.

    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 25,120 shares
    Change vs previous 13F +11,782 shares

    0.45% of the 13F portfolio, value $2,652,923.

    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 13,338 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,454,376.

    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).