Position in CSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$40,115
+$5,428 QoQ
Shares Held
844
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,813
of 1,982 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $52,802 across 3 Railroads names. CSX ranks #1 (76.0% of the industry book) .
All Filings in CSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,115 | 844 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $34,687 | 845 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $30,631 | 845 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||