Position in CSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$751,734
+$102,488 QoQ
Shares Held
15,816
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,005
of 1,982 holders
Holding Since
Jun 2021
21 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, 2026Partners in Financial Planning holds $4,027,729 across 3 Railroads names. CSX ranks #2 (18.7% of the industry book) .
All Filings in CSX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,734 | 15,816 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $649,246 | 15,816 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $573,330 | 15,816 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $561,626 | 15,816 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $516,076 | 15,816 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $465,464 | 15,816 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $510,382 | 15,816 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $546,126 | 15,816 | Shares | Sole | 2025-02-26 | |
| 2024-06-30 | $539,080 | 16,116 | Shares | Sole | 2025-02-26 | |
| 2024-03-31 | $597,420 | 16,116 | Shares | Sole | 2025-02-26 | |
| 2023-12-31 | $558,741 | 16,116 | Shares | Sole | 2025-02-26 | |
| 2023-09-30 | $495,567 | 16,116 | Shares | Sole | 2025-03-04 | |
| 2023-06-30 | $549,555 | 16,116 | Shares | Sole | 2025-02-26 | |
| 2023-03-31 | $482,513 | 16,116 | Shares | Sole | 2025-02-26 | |
| 2022-12-31 | $528,270 | 17,052 | Shares | Sole | 2025-05-05 | |
| 2022-09-30 | $454,265 | 17,052 | Shares | Sole | 2025-05-05 | |
| 2022-06-30 | $495,531 | 17,052 | Shares | Sole | 2025-05-05 | |
| 2022-03-31 | $638,597 | 17,052 | Shares | Sole | 2025-05-05 | |
| 2021-12-31 | $641,155 | 17,052 | Shares | Sole | 2025-05-05 | |
| 2021-09-30 | $507,126 | 17,052 | Shares | Sole | 2025-05-05 | |
| 2021-06-30 | $547,028 | 17,052 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||