Heritage Family Offices, LLP

Family Office

Position in CSX — Csx Corp

CIK 2019316 SCOTTSDALE, AZ

Position in CSX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$228,096

New position

Shares Held

4,799

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,577

of 1,979 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heritage Family Offices, LLP holds $751,120 across 3 Railroads names. CSX ranks #3 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WAB	Westinghouse Air Brake Technologies Corp	1,033	$278,496
2	UNP	Union Pacific Corp	899	$244,528
3	CSX	Csx Corp This page	4,799	$228,096

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,096	4,799	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.