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MATHER GROUP, LLC.: CSX position timeline

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

MATHER GROUP, LLC. held 86,152 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 86,152 shares
    Change vs previous 13F +79,084 shares

    0.04% of the 13F portfolio, value $4,094,823.

    13F-HR 0001527641-26-000004 filed by MATHER GROUP, 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 7,068 shares
    Change vs previous 13F +355 shares

    <0.01% of the 13F portfolio, value $290,157.

    13F-HR 0001527641-26-000003 filed by MATHER GROUP, 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 6,713 shares
    Change vs previous 13F +270 shares

    <0.01% of the 13F portfolio, value $243,334.

    13F-HR 0001527641-26-000001 filed by MATHER GROUP, 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 6,443 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $228,791.

    13F-HR 0001527641-25-000008 filed by MATHER GROUP, 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 6,643 shares
    Change vs previous 13F -2,468 shares

    <0.01% of the 13F portfolio, value $216,762.

    13F-HR 0001527641-25-000006 filed by MATHER GROUP, 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 9,111 shares
    Change vs previous 13F +918 shares

    <0.01% of the 13F portfolio, value $268,141.

    13F-HR 0001527641-25-000005 filed by MATHER GROUP, 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 8,193 shares
    Change vs previous 13F -296 shares

    <0.01% of the 13F portfolio, value $264,394.

    13F-HR 0001527641-25-000002 filed by MATHER GROUP, 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 8,489 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $293,131.

    13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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