Position in CSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$461,611
-$37,557 QoQ
Shares Held
9,712
-20.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,213
of 1,982 holders
Holding Since
Dec 2024
5 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, 2026Alteri Wealth LLC holds $1,669,291 across 2 Railroads names. CSX ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
4,440 | $1,207,680 | |
| 2 | CSX |
Csx Corp
This page
|
9,712 | $461,611 |
All Filings in CSX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,611 | 9,712 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $499,168 | 12,160 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $497,821 | 13,733 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $449,272 | 12,652 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 | $278,264 | 8,623 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||