Heartwood Wealth Advisors LLC

Position in NSC — Norfolk Southern Corp

CIK 1794935 RICHMOND, VA

Position in NSC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$378,766

+$114,439 QoQ

Shares Held

1,204

+30.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,241

of 1,856 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Industrials · as of Jun 30, 2026

Heartwood Wealth Advisors LLC holds $2,311,959 across 3 Railroads names. NSC ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	6,058	$1,647,776
2	NSC	Norfolk Southern Corp This page	1,204	$378,766
3	CSX	Csx Corp	6,005	$285,417

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,766	1,204	+30.7%	Shares	Sole	2026-07-17
2026-03-31	$264,327	921	-0.2%	Shares	Sole	2026-04-07
2025-12-31	$266,488	923	-1.1%	Shares	Sole	2026-01-12
2025-09-30	$280,282	933	+1.3%	Shares	Sole	2025-10-06
2025-06-30	$235,748	921	0.0%	Shares	Sole	2025-07-08
2025-03-31	$218,138	921	0.0%	Shares	Sole	2025-04-21
2024-12-31	$216,158	921	0.0%	Shares	Sole	2025-01-10
2024-09-30	$228,868	921	0.0%	Shares	Sole	2024-10-07
2024-03-31	$234,735	921	0.0%	Shares	Sole	2024-04-02
2023-12-31	$217,705	921	-33.6%	Shares	Sole	2024-01-17
2023-06-30	$314,742	1,388	+40.5%	Shares	Sole	2023-07-19
2023-03-31	$209,456	988	-49.8%	Shares	Sole	2023-04-14
2022-12-31	$484,708	1,967	+20.3%	Shares	Sole	2023-01-12
2022-09-30	$342,777	1,635	-0.9%	Shares	Sole	2022-10-25
2022-06-30	$375,028	1,650	+2.2%	Shares	Sole	2022-07-25
2022-03-31	$460,630	1,615	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.