Position in CSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,249
-$10,224 QoQ
Shares Held
405
-43.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,877
of 1,982 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Mascoma Wealth Management LLC holds $46,136 across 4 Railroads names. CSX ranks #2 (41.7% of the industry book) .
All Filings in CSX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,249 | 405 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $29,473 | 718 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $26,027 | 718 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $24,182 | 681 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $22,221 | 681 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $20,041 | 681 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $21,975 | 681 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,514 | 681 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $22,779 | 681 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $25,244 | 681 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $23,610 | 681 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $20,940 | 681 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $23,222 | 681 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $20,389 | 681 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $21,097 | 681 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $18,141 | 681 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $19,789 | 681 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $25,503 | 681 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $25,605 | 681 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $20,252 | 681 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $60,648 | 629 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||