Ullmann Wealth Partners Group, LLC

Position in CSX — Csx Corp

CIK 1697725 JACKSONVILLE BEACH, FL

Position in CSX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,402,420

+$191,733 QoQ

Shares Held

29,506

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#758

of 1,982 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Ullmann Wealth Partners Group, LLC holds $1,657,284 across 2 Railroads names. CSX ranks #1 (84.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CSX	Csx Corp This page	29,506	$1,402,420
2	UNP	Union Pacific Corp	937	$254,864

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,402,420	29,506	+0.0%	Shares	Sole	2026-08-10
2026-03-31	$1,210,687	29,493	-0.2%	Shares	Sole	2026-04-13
2025-12-31	$1,071,223	29,551	0.0%	Shares	Sole	2026-02-12
2025-09-30	$1,049,356	29,551	+0.9%	Shares	Sole	2025-10-17
2025-06-30	$955,667	29,288	+0.0%	Shares	Sole	2025-07-11
2025-03-31	$861,592	29,276	+1.3%	Shares	Sole	2025-04-11
2024-12-31	$933,022	28,913	+0.0%	Shares	Sole	2025-01-15
2024-09-30	$997,986	28,902	-5.5%	Shares	Sole	2024-10-15
2024-06-30	$1,022,599	30,571	-3.0%	Shares	Sole	2024-08-08
2024-03-31	$1,168,409	31,519	+0.0%	Shares	Sole	2024-05-10
2023-12-31	$1,092,417	31,509	+81.5%	Shares	Sole	2024-01-11
2023-09-30	$533,850	17,361	+0.7%	Shares	Sole	2023-10-13
2023-06-30	$587,645	17,233	+0.1%	Shares	Sole	2023-07-14
2023-03-31	$515,656	17,223	+50.6%	Shares	Sole	2023-04-11
2021-12-31	$429,993	11,436	-23.5%	Shares	Sole	2022-01-26
2021-09-30	$444,583	14,949	+3.1%	Shares	Sole	2021-10-19
2021-06-30	$465,127	14,499	+229.3%	Shares	Sole	2021-07-09
2021-03-31	$424,537	4,403	-4.9%	Shares	Sole	2021-04-14
2020-12-31	$420,263	4,631	0.0%	Shares	Sole	2021-01-15
2020-09-30	$359,689	4,631	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.