Cyndeo Wealth Partners, LLC

Position in CSX — Csx Corp

CIK 1950947 ST. PETERSBURG, FL

Position in CSX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$615,513

+$86,502 QoQ

Shares Held

12,950

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,084

of 1,982 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $12,145,389 across 3 Railroads names. CSX ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	38,118	$10,368,096
2	NSC	Norfolk Southern Corp	3,693	$1,161,780
3	CSX	Csx Corp This page	12,950	$615,513

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$615,513	12,950	+0.5%	Shares	Sole	2026-07-21
2026-03-31	$529,011	12,887	+0.9%	Shares	Sole	2026-04-13
2025-12-31	$462,840	12,768	0.0%	Shares	Sole	2026-01-07
2025-09-30	$453,391	12,768	0.0%	Shares	Sole	2025-10-10
2025-06-30	$416,619	12,768	+0.2%	Shares	Sole	2025-07-24
2025-03-31	$374,879	12,738	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$410,732	12,728	-0.1%	Shares	Sole	2025-01-21
2024-09-30	$439,739	12,735	+4.0%	Shares	Sole	2024-10-18
2024-06-30	$409,762	12,250	+24.5%	Shares	Sole	2024-07-30
2024-03-31	$364,842	9,842	+0.2%	Shares	Sole	2024-04-17
2023-12-31	$340,424	9,819	-0.2%	Shares	Sole	2024-01-12
2023-09-30	$302,549	9,839	+0.1%	Shares	Sole	2023-10-10
2023-06-30	$335,271	9,832	+0.1%	Shares	Sole	2023-07-27
2023-03-31	$293,980	9,819	0.0%	Shares	Sole	2023-04-25
2022-12-31	$304,192	9,819	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.