Position in CSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$125,003
+$52,797 QoQ
Shares Held
2,630
+49.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,708
of 1,978 holders
Holding Since
Mar 2025
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, 2026Aventura Private Wealth, LLC holds $1,518,822 across 5 Railroads names. CSX ranks #3 (8.2% of the industry book) .
All Filings in CSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,003 | 2,630 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $72,206 | 1,759 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $63,183 | 1,743 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,178 | 174 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $554 | 17 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $1,236 | 42 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||