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Disclosery

Gladstone Institutional Advisory LLC: CSX position timeline

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

Gladstone Institutional Advisory LLC held 213,278 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,278 shares
    Change vs previous 13F +302 shares

    0.32% of the 13F portfolio, value $10,137,099.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 212,976 shares
    Change vs previous 13F +94 shares

    0.32% of the 13F portfolio, value $8,742,693.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 212,882 shares
    Change vs previous 13F -407 shares

    0.29% of the 13F portfolio, value $7,716,989.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory 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 213,289 shares
    Change vs previous 13F +63 shares

    0.29% of the 13F portfolio, value $7,573,893.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory 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 213,226 shares
    Change vs previous 13F -53,923 shares

    0.29% of the 13F portfolio, value $6,957,565.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory 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 267,149 shares
    Change vs previous 13F +53,943 shares

    0.37% of the 13F portfolio, value $7,862,195.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory 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 213,206 shares
    Change vs previous 13F -1,122 shares

    0.32% of the 13F portfolio, value $6,880,158.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory 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 214,328 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $7,400,746.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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