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Disclosery

Cascade Financial Partners, LLC: CSX position timeline

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

Cascade Financial Partners, LLC held 25,018 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,018 shares
    Change vs previous 13F -1,256 shares

    0.1% of the 13F portfolio, value $1,189,106.

    13F-HR 0002021208-26-000007 filed by Cascade Financial 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 26,274 shares
    Change vs previous 13F -1,271 shares

    0.11% of the 13F portfolio, value $1,078,548.

    13F-HR 0002021208-26-000004 filed by Cascade Financial 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 27,545 shares
    Change vs previous 13F -2,250 shares

    0.1% of the 13F portfolio, value $998,506.

    13F-HR 0002021208-26-000002 filed by Cascade Financial 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 29,795 shares
    Change vs previous 13F +165 shares

    0.12% of the 13F portfolio, value $1,058,020.

    13F-HR 0002021208-25-000012 filed by Cascade Financial 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 29,630 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $966,827.

    13F-HR 0002021208-25-000008 filed by Cascade Financial 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 29,630 shares
    Change vs previous 13F -1,780 shares

    0.11% of the 13F portfolio, value $872,011.

    13F-HR 0002021208-25-000006 filed by Cascade Financial 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 31,410 shares
    Change vs previous 13F -3,000 shares

    0.13% of the 13F portfolio, value $1,013,601.

    13F-HR 0002021208-25-000002 filed by Cascade Financial 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 34,410 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,164,779.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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