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AVANTAX ADVISORY SERVICES, INC.: CSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on CSX, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 184,762 CSX shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 184,762 shares
    Change vs previous 13F +13,777 shares

    0.03% of the 13F portfolio, value $6,028,769.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 170,985 shares
    Change vs previous 13F -9,725 shares

    0.03% of the 13F portfolio, value $5,032,072.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 180,710 shares
    Change vs previous 13F +20,811 shares

    0.04% of the 13F portfolio, value $5,831,510.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 159,899 shares
    Change vs previous 13F +20,378 shares

    0.04% of the 13F portfolio, value $5,521,321.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 139,521 shares
    Change vs previous 13F +57,208 shares

    0.03% of the 13F portfolio, value $4,666,983.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 82,313 shares
    Change vs previous 13F -17,755 shares

    0.03% of the 13F portfolio, value $3,051,361.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 100,068 shares
    Change vs previous 13F +23,085 shares

    0.03% of the 13F portfolio, value $3,469,372.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 76,983 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,367,226.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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