Position in CSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$21,531
+$9,216 QoQ
Shares Held
453
+51.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,872
of 1,982 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $3,850,575 across 5 Railroads names. CSX ranks #3 (0.6% of the industry book) .
All Filings in CSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,531 | 453 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $12,315 | 300 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $10,875 | 300 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $266,076 | 7,493 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $244,496 | 7,493 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $241,796 | 8,216 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $284,815 | 8,826 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $304,761 | 8,826 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $295,229 | 8,826 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $327,179 | 8,826 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $305,997 | 8,826 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $308,299 | 10,026 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $341,886 | 10,026 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $300,178 | 10,026 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $310,605 | 10,026 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $267,092 | 10,026 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $291,355 | 10,026 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $252,675 | 6,747 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $100,730 | 2,679 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $79,673 | 2,679 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $85,942 | 2,679 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $86,103 | 893 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $62,889 | 693 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $53,825 | 693 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $48,329 | 693 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $39,708 | 693 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||