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Massachusetts Wealth Management: CSX position timeline

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

Massachusetts Wealth Management held 39,285 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,285 shares
    Change vs previous 13F +275 shares

    0.71% of the 13F portfolio, value $1,867,216.

    13F-HR 0001966011-26-000004 filed by Massachusetts 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 39,010 shares
    Change vs previous 13F +850 shares

    0.69% of the 13F portfolio, value $1,601,360.

    13F-HR 0001966011-26-000002 filed by Massachusetts 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 38,160 shares
    Change vs previous 13F +175 shares

    0.64% of the 13F portfolio, value $1,383,300.

    13F-HR 0001966011-26-000001 filed by Massachusetts 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 37,985 shares
    Change vs previous 13F +800 shares

    0.67% of the 13F portfolio, value $1,348,847.

    13F-HR 0001966011-25-000002 filed by Massachusetts 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 37,185 shares
    Change vs previous 13F +475 shares

    0.68% of the 13F portfolio, value $1,213,347.

    13F-HR 0001085146-25-004083 filed by Massachusetts 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 36,710 shares
    Change vs previous 13F -650 shares

    0.74% of the 13F portfolio, value $1,080,375.

    13F-HR 0001085146-25-002134 filed by Massachusetts 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 37,360 shares
    Change vs previous 13F -250 shares

    0.74% of the 13F portfolio, value $1,205,607.

    13F-HR 0001085146-25-000507 filed by Massachusetts 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 37,610 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,298,673.

    13F-HR 0001085146-24-005083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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