Heartwood Wealth Advisors LLC

Position in CSX — Csx Corp

CIK 1794935 RICHMOND, VA

Position in CSX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$285,417

+$38,912 QoQ

Shares Held

6,005

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,462

of 1,985 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heartwood Wealth Advisors LLC holds $2,311,959 across 3 Railroads names. CSX ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	6,058	$1,647,776
2	NSC	Norfolk Southern Corp	1,204	$378,766
3	CSX	Csx Corp This page	6,005	$285,417

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,417	6,005	0.0%	Shares	Sole	2026-07-17
2026-03-31	$246,505	6,005	-3.3%	Shares	Sole	2026-04-07
2025-12-31	$225,148	6,211	+3.4%	Shares	Sole	2026-01-12
2025-09-30	$213,237	6,005	0.0%	Shares	Sole	2025-10-06
2024-09-30	$207,352	6,005	0.0%	Shares	Sole	2024-10-07
2024-06-30	$200,867	6,005	0.0%	Shares	Sole	2024-07-09
2024-03-31	$222,605	6,005	0.0%	Shares	Sole	2024-04-02
2023-12-31	$208,193	6,005	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.