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Citadel Investment Advisory, Inc.: CSX position timeline

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

Citadel Investment Advisory, Inc. held 37,585 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,585 shares
    Change vs previous 13F -75 shares

    0.81% of the 13F portfolio, value $1,786,000.

    13F-HR 0001811907-26-000003 filed by Citadel Investment Advisory, 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 37,660 shares
    Change vs previous 13F -1,200 shares

    0.74% of the 13F portfolio, value $1,546,000.

    13F-HR 0001811907-26-000002 filed by Citadel Investment Advisory, 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 38,860 shares
    Change vs previous 13F -1,950 shares

    0.61% of the 13F portfolio, value $1,409,000.

    13F-HR 0001811907-26-000001 filed by Citadel Investment Advisory, 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 40,810 shares
    Change vs previous 13F -100 shares

    0.66% of the 13F portfolio, value $1,449,000.

    13F-HR 0001811907-25-000005 filed by Citadel Investment Advisory, 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 40,910 shares
    Change vs previous 13F -3,750 shares

    0.65% of the 13F portfolio, value $1,335,000.

    13F-HR 0001811907-25-000003 filed by Citadel Investment Advisory, 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 44,660 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,314,000.

    13F-HR 0001811907-25-000002 filed by Citadel Investment Advisory, 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 44,660 shares
    Change vs previous 13F +300 shares

    0.75% of the 13F portfolio, value $1,441,000.

    13F-HR 0001811907-25-000001 filed by Citadel Investment Advisory, 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 44,360 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,532,000.

    13F-HR 0001811907-24-000004 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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