Total Wealth Planning & Management, Inc.
Position in CSX — Csx Corp
CIK 2058383
Ponte Vedra Beach, FL
Position in CSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$213,885
New position
Shares Held
4,500
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,620
of 1,986 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Railroads
Industrials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $639,219 across 2 Railroads names. CSX ranks #2 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRN |
Trinity Industries Inc
|
12,300 | $425,334 | |
| 2 | CSX |
Csx Corp
This page
|
4,500 | $213,885 |
All Filings in CSX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,885 | 4,500 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||