Position in CSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$124,386
+$16,959 QoQ
Shares Held
2,617
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,712
of 1,982 holders
Holding Since
Dec 2021
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, 2026Beaird Harris Wealth Management, LLC holds $296,075 across 3 Railroads names. CSX ranks #2 (42.0% of the industry book) .
All Filings in CSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,386 | 2,617 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $107,427 | 2,617 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $90,045 | 2,484 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $88,206 | 2,484 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $80,759 | 2,475 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $73,928 | 2,512 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $81,062 | 2,512 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $86,739 | 2,512 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $1,237 | 37 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,371 | 37 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,282 | 37 | Shares | Sole | 2024-02-27 | |
| 2022-12-31 | $8,860 | 286 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $92,688 | 2,475 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $93,060 | 2,475 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||