True Wealth Design, LLC

Position in CSX — Csx Corp

CIK 1966033 AKRON, OH

Position in CSX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$51,379

+$7,004 QoQ

Shares Held

1,081

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,790

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

True Wealth Design, LLC holds $416,611 across 8 Railroads names. CSX ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NSC	Norfolk Southern Corp	440	$138,419
2	WAB	Westinghouse Air Brake Technologies Corp	488	$131,564
3	UNP	Union Pacific Corp	194	$52,768
4	CSX	Csx Corp This page	1,081	$51,379
5	CNI	Canadian National Railway Co	280	$33,387
6	CP	Canadian Pacific Kansas City Ltd/Cn	75	$6,498
7	TRN	Trinity Industries Inc	68	$2,351
8	GBX	Greenbrier Companies Inc	5	$245

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,379	1,081	0.0%	Shares	Sole	2026-07-16
2026-03-31	$44,375	1,081	-5.3%	Shares	Sole	2026-04-13
2025-12-31	$41,361	1,141	-8.4%	Shares	Sole	2026-01-08
2025-09-30	$44,245	1,246	-2.9%	Shares	Sole	2025-10-21
2025-06-30	$41,864	1,283	-0.5%	Shares	Sole	2025-08-06
2025-03-31	$37,935	1,289	+710.7%	Shares	Sole	2025-05-13
2024-12-31	$5,130	159	+117.8%	Shares	Sole	2025-02-14
2024-09-30	$2,520	73	-1.4%	Shares	Sole	2024-11-14
2024-06-30	$2,475	74	+34.5%	Shares	Sole	2024-08-14
2024-03-31	$2,038	55	+77.4%	Shares	Sole	2024-05-14
2023-12-31	$1,074	31	0.0%	Shares	Sole	2024-02-14
2023-09-30	$953	31	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,057	31	-98.0%	Shares	Sole	2023-08-14
2023-03-31	$45,418	1,517	+11.7%	Shares	Sole	2023-05-12
2022-12-31	$42,070	1,358	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.