Position in CSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$275,816
New position
Shares Held
5,803
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,471
of 1,978 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Railroads
Industrials · as of Jun 30, 2026Invera Wealth Advisors, LLC holds $1,346,680 across 2 Railroads names. CSX ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
3,937 | $1,070,864 | |
| 2 | CSX |
Csx Corp
This page
|
5,803 | $275,816 |
All Filings in CSX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,816 | 5,803 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||