Position in CSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,258,974
+$53,172 QoQ
Shares Held
26,488
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#790
of 1,982 holders
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 Jun 30, 2026Wealthcare Advisory Partners LLC holds $4,500,468 across 5 Railroads names. CSX ranks #1 (28.0% of the industry book) .
All Filings in CSX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,258,974 | 26,488 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,205,802 | 29,374 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,175,116 | 32,417 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,106,988 | 31,174 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,046,019 | 32,057 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,166,428 | 39,634 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,301,287 | 40,325 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,383,099 | 40,055 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,379,845 | 41,251 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $964,116 | 26,008 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $722,973 | 20,853 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $578,223 | 18,804 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $657,959 | 19,295 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $555,506 | 18,554 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $569,102 | 18,370 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $655,024 | 24,588 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $529,589 | 18,224 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $729,001 | 19,466 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $723,800 | 19,250 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $378,054 | 12,712 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $272,198 | 8,485 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $269,879 | 2,799 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $211,356 | 2,329 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $145,943 | 2,547 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||