Position in CSX
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$697
-$1,358 QoQ
Shares Held
17
-73.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 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, 2026Whipplewood Advisors, LLC holds $432,132 across 3 Railroads names.
All Filings in CSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $697 | 17 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $2,055 | 63 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $4,149 | 141 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,968 | 123 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||