Skip to content

Cannon Wealth Management Services, LLC: CGUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cannon Wealth Management Services, LLC on CGUS, newest first. How the timeline and the estimate are built.

Cannon Wealth Management Services, LLC held 215,270 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,270 shares
    Change vs previous 13F +21,042 shares

    5.24% of the 13F portfolio, value $9,575,223.

    13F-HR 0001765380-26-000332 filed by Cannon Wealth Management Services, LLC
    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 194,228 shares
    Change vs previous 13F +5,062 shares

    5.05% of the 13F portfolio, value $7,462,221.

    13F-HR 0001765380-26-000161 filed by Cannon Wealth Management Services, LLC
    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 189,166 shares
    Change vs previous 13F -40,331 shares

    5.37% of the 13F portfolio, value $7,610,128.

    13F-HR 0001765380-26-000038 filed by Cannon Wealth Management Services, LLC
    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 229,497 shares
    Change vs previous 13F +6,646 shares

    6.87% of the 13F portfolio, value $9,074,299.

    13F-HR 0001765380-25-000452 filed by Cannon Wealth Management Services, LLC
    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 222,851 shares
    Change vs previous 13F +13,334 shares

    6.73% of the 13F portfolio, value $8,229,899.

    13F-HR 0001765380-25-000260 filed by Cannon Wealth Management Services, LLC
    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 209,517 shares
    Change vs previous 13F +11,213 shares

    6.24% of the 13F portfolio, value $6,985,307.

    13F-HR 0001765380-25-000195 filed by Cannon Wealth Management Services, LLC
    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 198,304 shares
    Change vs previous 13F +66,852 shares

    6.18% of the 13F portfolio, value $7,170,673.

    13F-HR 0001765380-25-000035 filed by Cannon Wealth Management Services, LLC
    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 131,452 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $4,506,175.

    13F-HR 0001765380-24-000428 filed by Cannon Wealth Management Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).