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Aptus Capital Advisors, LLC: CSX position timeline

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

Aptus Capital Advisors, LLC held 593,668 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 593,668 shares
    Change vs previous 13F +20,269 shares

    0.21% of the 13F portfolio, value $28,217,064.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 573,399 shares
    Change vs previous 13F -15,227 shares

    0.2% of the 13F portfolio, value $23,538,019.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 588,626 shares
    Change vs previous 13F +15,544 shares

    0.18% of the 13F portfolio, value $21,337,703.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 573,082 shares
    Change vs previous 13F -76,271 shares

    0.19% of the 13F portfolio, value $20,350,137.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 649,353 shares
    Change vs previous 13F +600,528 shares

    0.21% of the 13F portfolio, value $21,188,385.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 48,825 shares
    Change vs previous 13F -503,517 shares

    0.02% of the 13F portfolio, value $1,436,908.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 552,342 shares
    Change vs previous 13F +62,455 shares

    0.21% of the 13F portfolio, value $17,824,092.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 489,887 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $16,915,798.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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