WEALTH EFFECTS LLC

Position in CSX — Csx Corp

CIK 1907254 BOSTON, MA

Position in CSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$350,153

+$47,779 QoQ

Shares Held

7,367

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,352

of 1,982 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WEALTH EFFECTS LLC holds $554,636 across 2 Railroads names. CSX ranks #1 (63.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CSX	Csx Corp This page	7,367	$350,153
2	NSC	Norfolk Southern Corp	650	$204,483

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$350,153	7,367	+0.0%	Shares	Sole	2026-08-06
2026-03-31	$302,374	7,366	+0.0%	Shares	Sole	2026-04-21
2025-12-31	$266,981	7,365	-0.8%	Shares	Sole	2026-01-26
2025-09-30	$263,661	7,425	+0.8%	Shares	Sole	2025-10-28
2025-06-30	$240,319	7,365	-3.9%	Shares	Sole	2025-07-15
2025-03-31	$225,580	7,665	-1.0%	Shares	Sole	2025-04-23
2024-12-31	$249,769	7,740	-0.9%	Shares	Sole	2025-01-22
2024-09-30	$269,679	7,810	-9.7%	Shares	Sole	2024-10-21
2024-06-30	$289,208	8,646	0.0%	Shares	Sole	2024-08-02
2024-03-31	$320,507	8,646	-2.6%	Shares	Sole	2024-04-22
2023-12-31	$307,765	8,877	+2.7%	Shares	Sole	2024-01-29
2023-09-30	$265,864	8,646	-6.5%	Shares	Sole	2023-10-16
2023-06-30	$315,288	9,246	0.0%	Shares	Sole	2023-07-18
2023-03-31	$276,825	9,246	-6.1%	Shares	Sole	2023-05-04
2022-12-31	$305,029	9,846	0.0%	Shares	Sole	2023-02-02
2022-09-30	$262,297	9,846	0.0%	Shares	Sole	2022-11-14
2022-06-30	$286,124	9,846	+13.9%	Shares	Sole	2022-08-03
2022-03-31	$323,792	8,646	0.0%	Shares	Sole	2022-05-16
2021-12-31	$325,089	8,646	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.