Cannon Wealth Management Services, LLC: URI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cannon Wealth Management Services, LLC on URI, newest first. How the timeline and the estimate are built.
Cannon Wealth Management Services, LLC held 374 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 374 sharesChange vs previous 13F +12 shares
0.23% of the 13F portfolio, value $423,701.
13F-HR 0001765380-26-000332 filed by Cannon Wealth Management Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 362 sharesChange vs previous 13F +1 shares
0.18% of the 13F portfolio, value $263,739.
13F-HR 0001765380-26-000161 filed by Cannon Wealth Management Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 361 sharesChange vs previous 13F +1 shares
0.21% of the 13F portfolio, value $292,165.
13F-HR 0001765380-26-000038 filed by Cannon Wealth Management Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 360 sharesChange vs previous 13F +8 shares
0.26% of the 13F portfolio, value $343,678.
13F-HR 0001765380-25-000452 filed by Cannon Wealth Management Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 352 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $265,197.
13F-HR 0001765380-25-000260 filed by Cannon Wealth Management Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 352 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $229,416.
13F-HR 0001765380-25-000195 filed by Cannon Wealth Management Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 352 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $259,850.
13F-HR 0001765380-25-000035 filed by Cannon Wealth Management Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 352 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $285,025.
13F-HR 0001765380-24-000428 filed by Cannon Wealth Management Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).