Position in CSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,235,542
+$270,459 QoQ
Shares Held
25,995
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#800
of 1,982 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $4,237,699 across 4 Railroads names. CSX ranks #2 (29.2% of the industry book) .
All Filings in CSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,235,542 | 25,995 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $965,083 | 26,623 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $952,484 | 26,823 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $881,434 | 27,013 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $803,409 | 27,299 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $889,812 | 27,574 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $952,130 | 27,574 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $922,350 | 27,574 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||