Position in CSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$293,735
New position
Shares Held
6,180
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,438
of 1,982 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Railroads
Industrials · as of Jun 30, 2026Peak Retirement Planning, Inc. holds $293,735 across 1 Railroads name. CSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
6,180 | $293,735 |
All Filings in CSX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,735 | 6,180 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||