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Cannon Wealth Management Services, LLC: CLSE position timeline

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

Cannon Wealth Management Services, LLC held 51,478 CLSE 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 51,478 shares
    Change vs previous 13F +13,156 shares

    0.96% of the 13F portfolio, value $1,757,202.

    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 38,322 shares
    Change vs previous 13F +5,167 shares

    0.73% of the 13F portfolio, value $1,078,381.

    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 33,155 shares
    Change vs previous 13F +13,156 shares

    0.64% of the 13F portfolio, value $906,126.

    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 19,999 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $520,774.

    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).