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Beacon Pointe Advisors, LLC: CSX position timeline

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

Beacon Pointe Advisors, LLC held 147,675 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,675 shares
    Change vs previous 13F -9,221 shares

    0.03% of the 13F portfolio, value $7,018,992.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 156,896 shares
    Change vs previous 13F +45,911 shares

    0.03% of the 13F portfolio, value $6,440,582.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 110,985 shares
    Change vs previous 13F +4,669 shares

    0.03% of the 13F portfolio, value $4,023,195.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 106,316 shares
    Change vs previous 13F -14,832 shares

    0.03% of the 13F portfolio, value $3,775,291.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 121,148 shares
    Change vs previous 13F -2,510 shares

    0.04% of the 13F portfolio, value $3,953,062.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 123,658 shares
    Change vs previous 13F +59 shares

    0.04% of the 13F portfolio, value $3,639,269.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 123,599 shares
    Change vs previous 13F -17,938 shares

    0.04% of the 13F portfolio, value $3,988,534.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 141,537 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,887,262.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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