Cannon Financial Strategists, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$572M
Signature - Title
Kelly Dixon - Chief Compliance Officer
Location
Athens, GA
Summary
This page shows a list of all the recent 13F filings made by Cannon Financial Strategists, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cannon Financial Strategists, Inc. reported 98 stock holdings with total value $572M as of Q3 2024. Top holdings included DFIC, SLYV, SPYG, AVLV, and BIV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 98 $572M +$20M -$4.94M +$15.1M DFIC, SLYV, SPYG, AVLV, BIV Restatement 10/21/2024, 10:05 AM
Q2 2024 92 $524M +$18.2M -$3.79M +$14.4M DFIC, SLYV, SPYG, AVLV, BIV 13F-HR 9/10/2024, 11:36 AM
Q1 2024 94 $509M +$21.5M -$2.99M +$18.5M DFIC, SLYV, SPYG, AVLV, BIV 13F-HR 10/1/2024, 04:10 PM
Q4 2023 90 $467M +$38.4M -$2.41M +$35.9M SLYV, DFIC, SPYG, AVLV, BIV Restatement 10/18/2024, 02:02 PM
Q3 2023 83 $393M +$55.6M -$11.3M +$44.3M SLYV, DFIC, SPYG, AVLV, BIV Restatement 10/18/2024, 02:15 PM
Q2 2023 79 $364M +$75.5M -$16.2M +$59.3M SLYV, SPYG, BIV, DFIC, AVLV 13F-HR 10/2/2024, 08:36 AM
Q1 2023 69 $295M +$19.6M -$7.25M +$12.3M SLYV, SPYG, BIV, VUG, VTI 13F-HR 10/2/2024, 08:38 AM
Q4 2022 65 $274M +$14M -$8.46M +$5.51M SLYV, SPYG, BIV, VTI, SPIP Restatement 10/18/2024, 02:25 PM
Q3 2022 65 $254M +$19.2M -$7.93M +$11.2M SLYV, SPYG, BIV, VTI, VUG Restatement 10/18/2024, 02:32 PM
Q2 2022 71 $258M +$27.1M -$11.5M +$15.6M SLYV, SPYG, BIV, VTI, SPIP Restatement 10/18/2024, 02:38 PM
Q1 2022 65 $277M +$16.4M -$3.79M +$12.6M SLYV, SPYG, BIV, VTI, SPIP Restatement 10/18/2024, 02:44 PM
Q4 2021 62 $278M +$9.88M -$2.9M +$6.99M SLYV, SPYG, BIV, VTI, SPIP Restatement 10/18/2024, 02:59 PM
Q3 2021 64 $258M +$11.3M -$2.03M +$9.28M SLYV, SPYG, BIV, VTI, SPIP Restatement 10/18/2024, 03:07 PM
Q2 2021 61 $252M +$8.46M -$1.86M +$6.6M SLYV, SPYG, BIV, VTI, SPIP Restatement 10/18/2024, 03:19 PM
Q1 2021 59 $233M +$28.2M -$13.5M +$14.7M SLYV, SPYG, BIV, VTI, SPIP 13F-HR 10/2/2024, 10:32 AM
Q4 2020 57 $205M +$6.93M -$4.65M +$2.28M SLYV, SPYG, BIV, SPIP, VTI Restatement 10/18/2024, 03:28 PM
Q3 2020 54 $182M +$9.65M -$2.42M +$7.23M SLYV, SPYG, BIV, SPIP, VTI 13F-HR 10/2/2024, 10:35 AM
Q2 2020 53 $166M +$17.1M -$4.64M +$12.4M SLYV, SPYG, BIV, VTI, SPIP Restatement 10/18/2024, 03:34 PM
Q1 2020 47 $134M +$11.2M -$5.14M +$6.07M SLYV, BIV, SPYG, SPIP, VUG Restatement 10/18/2024, 03:40 PM
Q4 2019 50 $153M +$18.6M -$1.98M +$16.6M SLYV, SPYG, BIV, VUG, SPIP Restatement 10/18/2024, 03:46 PM
Q3 2019 48 $131M +$36M -$22.9M +$13.1M SLYV, SPYG, BIV, VUG, VTI 13F-HR 10/2/2024, 11:05 AM
Q2 2019 43 $119M +$6.34M -$2.22M +$4.12M SLYV, VBR, SPYG, VUG, BIV 13F-HR 10/2/2024, 11:10 AM
Q1 2019 43 $111M $0 $0 VBR, SLYV, SPYG, VUG, BIV 13F-HR 10/2/2024, 11:18 AM