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AE Wealth Management LLC: CSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on CSX, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 601,174 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 601,174 shares
    Change vs previous 13F -78,341 shares

    0.13% of the 13F portfolio, value $28,573,813.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 679,515 shares
    Change vs previous 13F +1,642 shares

    0.15% of the 13F portfolio, value $27,894,091.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 677,873 shares
    Change vs previous 13F -61,294 shares

    0.14% of the 13F portfolio, value $24,572,924.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 739,167 shares
    Change vs previous 13F +18,766 shares

    0.17% of the 13F portfolio, value $26,247,826.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 720,401 shares
    Change vs previous 13F +23,392 shares

    0.17% of the 13F portfolio, value $23,506,619.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 697,009 shares
    Change vs previous 13F +7,366 shares

    0.17% of the 13F portfolio, value $20,512,935.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 689,643 shares
    Change vs previous 13F +37,500 shares

    0.19% of the 13F portfolio, value $22,254,803.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 652,143 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $22,518,480.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).