Position in CSX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,758,231
+$1,303,881 QoQ
Shares Held
67,192
+67.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Wealthspire Advisors, LLC holds $10,176,440 across 5 Railroads names. CSX ranks #2 (27.1% of the industry book) .
All Filings in CSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,758,231 | 67,192 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,454,350 | 40,120 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $943,784 | 26,578 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $950,675 | 29,135 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,790,520 | 60,840 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $934,151 | 28,948 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $929,789 | 26,927 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,030,159 | 30,797 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,135,973 | 30,644 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,085,413 | 31,307 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $969,516 | 31,529 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,068,012 | 31,320 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $936,223 | 31,270 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,157,629 | 37,367 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $835,723 | 31,371 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $733,881 | 25,254 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $744,094 | 19,869 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,275,768 | 33,930 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $889,047 | 29,894 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $469,501 | 14,608 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $216,801 | 7,167 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $127,896 | 4,940 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $100,820 | 4,337 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $148,655 | 7,783 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||