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Disclosery

Cannon Wealth Management Services, LLC: CRM position timeline

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

Cannon Wealth Management Services, LLC held 0 CRM shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -976 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 976 shares
    Change vs previous 13F -293 shares

    0.22% of the 13F portfolio, value $266,068.

    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).

  3. period ended2025-03-31
    13F 1,269 shares
    Change vs previous 13F -101 shares

    0.32% of the 13F portfolio, value $352,995.

    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).

  4. period ended2024-12-31
    13F 1,370 shares
    Change vs previous 13F +565 shares

    0.4% of the 13F portfolio, value $464,609.

    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).

  5. period ended2024-09-30
    13F 805 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $220,416.

    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).