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Disclosery

Dakota Wealth Management: CSX position timeline

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

Dakota Wealth Management held 16,733 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,733 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $795,314.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 16,714 shares
    Change vs previous 13F +4,678 shares

    0.01% of the 13F portfolio, value $686,098.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 12,036 shares
    Change vs previous 13F +4,548 shares

    0.01% of the 13F portfolio, value $436,321.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 7,488 shares
    Change vs previous 13F +707 shares

    0.01% of the 13F portfolio, value $265,903.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 6,781 shares
    Change vs previous 13F -2,864 shares

    <0.01% of the 13F portfolio, value $221,258.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 9,645 shares
    Change vs previous 13F -1,825 shares

    0.01% of the 13F portfolio, value $283,845.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 11,470 shares
    Change vs previous 13F -308 shares

    0.01% of the 13F portfolio, value $370,149.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 11,778 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $406,689.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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