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Avantra Family Wealth, Inc.: CSX position timeline

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

Avantra Family Wealth, Inc. held 15,411 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,411 shares
    Change vs previous 13F -266 shares

    0.47% of the 13F portfolio, value $732,485.

    13F-HR 0001951757-26-001073 filed by Avantra Family Wealth, 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 15,677 shares
    Change vs previous 13F +2,791 shares

    0.48% of the 13F portfolio, value $643,541.

    13F-HR 0001951757-26-000689 filed by Avantra Family Wealth, 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 12,886 shares
    Change vs previous 13F -31 shares

    0.34% of the 13F portfolio, value $467,118.

    13F-HR 0001951757-26-000249 filed by Avantra Family Wealth, 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 12,917 shares
    Change vs previous 13F +5,902 shares

    0.34% of the 13F portfolio, value $458,683.

    13F-HR 0001951757-25-001216 filed by Avantra Family Wealth, 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 7,015 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $228,899.

    13F-HR 0001951757-25-000928 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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