Position in CSX
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$18,916
+$5,616 QoQ
Shares Held
398
+22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,875
of 1,978 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $349,222 across 4 Railroads names. CSX ranks #2 (5.4% of the industry book) .
All Filings in CSX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,916 | 398 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $13,300 | 324 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,235 | 172 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,225 | 119 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,320 | 255 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,855 | 131 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $10 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $9 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $10 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $14 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||