Position in CSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,042,713
+$180,376 QoQ
Shares Held
21,938
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#867
of 1,982 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $7,625,070 across 4 Railroads names. CSX ranks #3 (13.7% of the industry book) .
All Filings in CSX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,713 | 21,938 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $862,337 | 21,007 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $786,878 | 21,707 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $761,902 | 21,456 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $749,086 | 22,957 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $664,058 | 22,564 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,023,894 | 31,729 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,102,335 | 31,924 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,067,991 | 31,928 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,160,105 | 31,295 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $894,416 | 25,798 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $793,257 | 25,797 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $879,643 | 25,796 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $661,194 | 22,084 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $717,001 | 23,144 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $616,556 | 23,144 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $730,917 | 25,152 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,025,418 | 27,381 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,112,922 | 29,599 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $222,514 | 7,482 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $238,675 | 7,440 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $239,121 | 2,480 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $225,060 | 2,480 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||