Position in CSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$34,221
+$4,665 QoQ
Shares Held
720
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,831
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, 2026Center for Financial Planning, Inc. holds $1,460,177 across 4 Railroads names. CSX ranks #3 (2.3% 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 | $34,221 | 720 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $29,556 | 720 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $26,100 | 720 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $25,567 | 720 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $23,493 | 720 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $21,189 | 720 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $34,528 | 1,070 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,085 | 350 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $23,415 | 700 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $43,001 | 1,160 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $51,311 | 1,480 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $45,510 | 1,480 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $61,380 | 1,800 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $53,892 | 1,800 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $55,764 | 1,800 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $47,952 | 1,800 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $52,308 | 1,800 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $67,410 | 1,800 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $67,680 | 1,800 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $53,532 | 1,800 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $57,744 | 1,800 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $57,852 | 600 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $54,450 | 600 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $46,602 | 600 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $41,844 | 600 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $38,448 | 671 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||