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Disclosery

HB Wealth Management, LLC: CSX position timeline

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

HB Wealth Management, LLC held 103,752 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 103,752 shares
    Change vs previous 13F +3,045 shares

    0.03% of the 13F portfolio, value $4,931,361.

    13F-HR 0001172661-26-002920 filed by HB 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 100,707 shares
    Change vs previous 13F +7,125 shares

    0.03% of the 13F portfolio, value $4,134,042.

    13F-HR 0001172661-26-001543 filed by HB 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 93,582 shares
    Change vs previous 13F +3,882 shares

    0.02% of the 13F portfolio, value $3,392,362.

    13F-HR 0001172661-26-000353 filed by HB 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 89,700 shares
    Change vs previous 13F +10,666 shares

    0.02% of the 13F portfolio, value $3,185,248.

    13F-HR 0001172661-25-004398 filed by HB 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 79,034 shares
    Change vs previous 13F -19,852 shares

    0.02% of the 13F portfolio, value $2,578,907.

    13F-HR 0001172661-25-002644 filed by HB 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 98,886 shares
    Change vs previous 13F +27,700 shares

    0.02% of the 13F portfolio, value $2,910,238.

    13F-HR 0001172661-25-001594 filed by HB 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 71,186 shares
    Change vs previous 13F +9,721 shares

    0.02% of the 13F portfolio, value $2,297,175.

    13F-HR 0001172661-25-000193 filed by HB 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 61,465 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,122,401.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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