Position in CSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$573,496
+$72,645 QoQ
Shares Held
12,066
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,117
of 1,978 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $2,545,764 across 3 Railroads names. CSX ranks #3 (22.5% of the industry book) .
All Filings in CSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,496 | 12,066 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $500,851 | 12,201 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $446,636 | 12,321 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $432,156 | 12,170 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $397,107 | 12,170 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $362,371 | 12,313 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $451,360 | 13,987 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $481,935 | 13,957 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $540,618 | 16,162 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $599,977 | 16,185 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $556,245 | 16,044 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $493,445 | 16,047 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $470,375 | 13,794 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $412,992 | 13,794 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $427,338 | 13,794 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $367,472 | 13,794 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $412,099 | 14,181 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $537,182 | 14,344 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $552,494 | 14,694 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $436,999 | 14,694 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $471,383 | 14,694 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $443,339 | 4,598 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $408,738 | 4,504 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $409,010 | 5,266 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $380,990 | 5,463 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $332,454 | 5,802 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||