Position in CSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,282
+$14,270 QoQ
Shares Held
574
+81.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,858
of 1,982 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $31,146 across 3 Railroads names. CSX ranks #1 (87.6% of the industry book) .
All Filings in CSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,282 | 574 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,012 | 317 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,491 | 317 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,256 | 317 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $10,343 | 317 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $9,329 | 317 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||