ELEVATION WEALTH PARTNERS, LLC

Position in CSX — Csx Corp

CIK 1976256 WALNUT CREEK, CA

Position in CSX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$168,683

+$22,997 QoQ

Shares Held

3,549

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,675

of 1,978 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $252,601 across 6 Railroads names. CSX ranks #1 (66.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp This page	3,549	$168,683
2	UNP	Union Pacific Corp	222	$60,384
3	CP	Canadian Pacific Kansas City Ltd/Cn	129	$11,177
4	CNI	Canadian National Railway Co	75	$8,943
5	WAB	Westinghouse Air Brake Technologies Corp	8	$2,156
6	NSC	Norfolk Southern Corp	4	$1,258

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$168,683	3,549	0.0%	Shares	Sole	2026-07-08
2026-03-31	$145,686	3,549	0.0%	Shares	Sole	2026-04-14
2025-12-31	$128,651	3,549	+0.8%	Shares	Sole	2026-01-09
2025-09-30	$125,066	3,522	-13.3%	Shares	Sole	2025-10-14
2025-06-30	$132,608	4,064	-14.2%	Shares	Sole	2025-07-08
2025-03-31	$139,321	4,734	0.0%	Shares	Sole	2025-04-09
2024-12-31	$152,766	4,734	0.0%	Shares	Sole	2025-01-29
2024-09-30	$163,465	4,734	0.0%	Shares	Sole	2024-10-04
2024-06-30	$158,352	4,734	0.0%	Shares	Sole	2024-07-09
2024-03-31	$175,489	4,734	0.0%	Shares	Sole	2024-04-19
2023-12-31	$164,127	4,734	0.0%	Shares	Sole	2024-01-17
2023-09-30	$145,570	4,734	0.0%	Shares	Sole	2023-10-10
2023-06-30	$161,429	4,734	0.0%	Shares	Sole	2023-07-06
2023-03-31	$141,735	4,734	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.