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Disclosery

Ballentine Partners, LLC: CSX position timeline

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

Ballentine Partners, LLC held 39,743 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,743 shares
    Change vs previous 13F +900 shares

    0.02% of the 13F portfolio, value $1,888,985.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 38,843 shares
    Change vs previous 13F -3,290 shares

    0.02% of the 13F portfolio, value $1,594,506.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 42,133 shares
    Change vs previous 13F -7,238 shares

    0.02% of the 13F portfolio, value $1,527,322.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 49,371 shares
    Change vs previous 13F -3,621 shares

    0.02% of the 13F portfolio, value $1,753,165.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 52,992 shares
    Change vs previous 13F -94 shares

    0.03% of the 13F portfolio, value $1,729,130.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 53,086 shares
    Change vs previous 13F +9,968 shares

    0.03% of the 13F portfolio, value $1,562,322.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    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 43,118 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $1,391,418.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    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 43,112 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,488,658.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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