Position in CSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$502,677
+$180,024 QoQ
Shares Held
10,576
+34.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,183
of 1,978 holders
Holding Since
Jun 2024
4 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, 2026Triad Wealth Partners, LLC holds $1,808,210 across 3 Railroads names. CSX ranks #2 (27.8% of the industry book) .
All Filings in CSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,677 | 10,576 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $322,653 | 7,860 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $217,717 | 6,006 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $1,505 | 45 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||