Position in CSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$801,403
-$7,938 QoQ
Shares Held
16,861
-14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#979
of 1,982 holders
Holding Since
Dec 2020
7 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, 2026WEALTH ALLIANCE, LLC holds $2,335,551 across 3 Railroads names. CSX ranks #2 (34.3% of the industry book) .
All Filings in CSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801,403 | 16,861 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $809,341 | 19,716 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $799,167 | 22,046 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $748,728 | 21,085 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $677,757 | 20,771 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $513,023 | 17,432 | Shares | Defined | 2025-05-05 | |
| 2020-12-31 | $215,531 | 2,375 | Shares | Defined | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||