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Disclosery

Connecticut Wealth Management, LLC: CSX position timeline

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

Connecticut Wealth Management, LLC held 20,814 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,814 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $989,289.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, 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 20,814 shares
    Change vs previous 13F +3,300 shares

    0.04% of the 13F portfolio, value $854,415.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, 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 17,514 shares
    Change vs previous 13F -368 shares

    0.03% of the 13F portfolio, value $634,883.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, 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 17,882 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $634,990.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, 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 17,882 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $583,490.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, 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 17,882 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $526,267.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, 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 17,882 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $577,052.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, 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 17,882 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $617,465.

    13F-HR 0001689829-24-000005 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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