Position in CSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,172,992
+$186,274 QoQ
Shares Held
24,679
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#815
of 1,982 holders
Holding Since
Mar 2023
13 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, 2026TrueWealth Advisors, LLC holds $1,172,992 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
|
24,679 | $1,172,992 |
All Filings in CSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,172,992 | 24,679 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $986,718 | 24,037 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $647,968 | 17,875 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $222,434 | 6,264 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $204,133 | 6,256 | Shares | Sole | 2025-07-03 | |
| 2024-12-31 | $208,690 | 6,467 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $218,609 | 6,331 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $280,244 | 8,378 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $346,419 | 9,345 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $320,420 | 9,242 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $289,695 | 9,421 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $321,222 | 9,420 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $289,459 | 9,668 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||