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Aventura Private Wealth, LLC: CSX position timeline

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

Aventura Private Wealth, LLC held 2,630 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,630 shares
    Change vs previous 13F +871 shares

    0.04% of the 13F portfolio, value $125,011.

    13F-HR 0002074418-26-000007 filed by Aventura Private Wealth, 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 1,759 shares
    Change vs previous 13F +16 shares

    0.03% of the 13F portfolio, value $72,214.

    13F-HR 0002074418-26-000006 filed by Aventura Private Wealth, 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 1,743 shares
    Change vs previous 13F +1,569 shares

    0.02% of the 13F portfolio, value $63,169.

    13F-HR 0002074418-26-000001 filed by Aventura Private Wealth, 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 174 shares
    Change vs previous 13F +157 shares

    <0.01% of the 13F portfolio, value $6,179.

    13F-HR 0002074418-26-000005 filed by Aventura Private Wealth, 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 17 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $555.

    13F-HR 0002074418-26-000004 filed by Aventura Private Wealth, 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 42 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,241.

    13F-HR 0002074418-26-000003 filed by Aventura Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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