Skip to content
Disclosery

EP Wealth Advisors, LLC: CSX position timeline

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

EP Wealth Advisors, LLC held 144,398 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,398 shares
    Change vs previous 13F +20,602 shares

    0.03% of the 13F portfolio, value $6,863,222.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 123,796 shares
    Change vs previous 13F -12,958 shares

    0.02% of the 13F portfolio, value $5,081,841.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 136,754 shares
    Change vs previous 13F -16,748 shares

    0.03% of the 13F portfolio, value $4,957,329.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 153,502 shares
    Change vs previous 13F -2,465 shares

    0.03% of the 13F portfolio, value $5,008,758.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 155,967 shares
    Change vs previous 13F +24,664 shares

    0.04% of the 13F portfolio, value $4,590,099.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 131,303 shares
    Change vs previous 13F +7,267 shares

    0.03% of the 13F portfolio, value $4,237,149.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 124,036 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,282,961.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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