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CIK 0002031123 • 7 13F filings • May 5, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("cannon-financial-strategists-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001951757-25-001282 |
| $698.8M |
| View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001140 | $878.5M | View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001041 | $633.1M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000829 | $760.8M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000509 | $582.5M | View |