Skip to content
Disclosery

Clearstead Advisors, LLC: CSX position timeline

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

Clearstead Advisors, LLC held 103,184 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,184 shares
    Change vs previous 13F -11,533 shares

    0.05% of the 13F portfolio, value $4,904,347.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 114,717 shares
    Change vs previous 13F +13,436 shares

    0.04% of the 13F portfolio, value $4,709,137.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 101,281 shares
    Change vs previous 13F +124 shares

    0.05% of the 13F portfolio, value $3,671,422.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 101,157 shares
    Change vs previous 13F -2,423 shares

    0.05% of the 13F portfolio, value $3,592,076.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 103,580 shares
    Change vs previous 13F +4,188 shares

    0.05% of the 13F portfolio, value $3,379,803.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 99,392 shares
    Change vs previous 13F -115 shares

    0.05% of the 13F portfolio, value $2,925,121.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 99,507 shares
    Change vs previous 13F -8,134 shares

    0.05% of the 13F portfolio, value $3,211,089.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 107,641 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,716,869.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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