Skip to content
Disclosery

B. Riley Wealth Advisors, Inc.: CSX position timeline

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

B. Riley Wealth Advisors, Inc. held 26,693 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,693 shares
    Change vs previous 13F +1,191 shares

    0.07% of the 13F portfolio, value $1,281,533.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, 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 25,502 shares
    Change vs previous 13F -5,510 shares

    0.07% of the 13F portfolio, value $1,014,217.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, 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 31,012 shares
    Change vs previous 13F +36 shares

    0.05% of the 13F portfolio, value $1,124,173.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, 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 30,976 shares
    Change vs previous 13F -3,367 shares

    0.05% of the 13F portfolio, value $1,099,955.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, 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 34,343 shares
    Change vs previous 13F -65,405 shares

    0.05% of the 13F portfolio, value $1,120,606.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, 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 99,748 shares
    Change vs previous 13F +3,682 shares

    0.09% of the 13F portfolio, value $2,935,579.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, 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 96,066 shares
    Change vs previous 13F -17,150 shares

    0.1% of the 13F portfolio, value $3,100,035.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    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 113,216 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,888,276.

    13F-HR 0001213900-24-108922 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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