WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in CSX — Csx Corp
CIK 1812177
HIGHLAND PARK, IL
Position in CSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$633,147
+$87,921 QoQ
Shares Held
13,321
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,075
of 1,982 holders
Holding Since
Mar 2020
14 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $633,147 across 1 Railroads name. CSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
13,321 | $633,147 |
All Filings in CSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,147 | 13,321 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $545,226 | 13,282 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $479,768 | 13,235 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $457,688 | 12,889 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $418,903 | 12,838 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $755,674 | 25,677 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $828,596 | 25,677 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $886,626 | 25,677 | Shares | Sole | 2024-11-14 | |
| 2021-06-30 | $15,687 | 489 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,716 | 163 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $14,792 | 163 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $12,660 | 163 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $11,367 | 163 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $9,339 | 163 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||