Position in CSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$78,424
+$10,692 QoQ
Shares Held
1,650
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,760
of 1,978 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $78,424 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
|
1,650 | $78,424 |
All Filings in CSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,424 | 1,650 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $67,732 | 1,650 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,187 | 750 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $26,632 | 750 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $24,472 | 750 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $22,072 | 750 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $24,202 | 750 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $25,897 | 750 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $9,031 | 270 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $20,460 | 600 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $17,964 | 600 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $24,784 | 800 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $71,262 | 2,675 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $23,248 | 800 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||