Skip to content
Disclosery

Asset Planning,Inc: CSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Planning,Inc on CSX, newest first. How the timeline and the estimate are built.

Asset Planning,Inc held 7,078 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,078 shares
    Change vs previous 13F -496 shares

    0.22% of the 13F portfolio, value $336,439.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    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 7,574 shares
    Change vs previous 13F +6 shares

    0.22% of the 13F portfolio, value $310,904.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    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 7,568 shares
    Change vs previous 13F +5 shares

    0.19% of the 13F portfolio, value $274,347.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    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 7,563 shares
    Change vs previous 13F +6 shares

    0.19% of the 13F portfolio, value $268,552.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    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 7,557 shares
    Change vs previous 13F +7 shares

    0.19% of the 13F portfolio, value $246,569.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    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 7,550 shares
    Change vs previous 13F +6 shares

    0.17% of the 13F portfolio, value $222,205.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    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 7,544 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $243,429.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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