Position in CSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,153,600
+$156,865 QoQ
Shares Held
24,271
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#823
of 1,982 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $3,807,546 across 3 Railroads names. CSX ranks #2 (30.3% of the industry book) .
All Filings in CSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,153,600 | 24,271 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $996,735 | 24,281 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $828,638 | 22,859 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $851,174 | 23,970 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $879,770 | 26,962 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $836,488 | 28,423 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $633,944 | 19,645 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $673,127 | 19,494 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $661,373 | 19,772 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $730,279 | 19,700 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $668,368 | 19,278 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $517,368 | 16,825 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $552,010 | 16,188 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $396,884 | 13,256 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $409,958 | 13,233 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $363,449 | 13,643 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $282,608 | 9,725 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $363,077 | 9,695 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $362,652 | 9,645 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $286,842 | 9,645 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $320,447 | 9,989 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $101,498 | 3,158 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $85,002 | 2,810 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $70,084 | 2,707 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $69,740 | 3,000 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||