Position in CSX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$275,814
-$3,637 QoQ
Shares Held
6,719
-12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026BURLING WEALTH PARTNERS, LLC holds $2,511,920 across 1 Railroads name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
9,235 | $2,511,920 |
All Filings in CSX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,814 | 6,719 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $279,451 | 7,709 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $271,900 | 7,657 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $249,847 | 7,657 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $295,977 | 10,057 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $324,539 | 10,057 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||