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MISSION WEALTH MANAGEMENT, LP: CSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on CSX, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 45,713 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,713 shares
    Change vs previous 13F +22,054 shares

    0.03% of the 13F portfolio, value $2,172,710.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 23,659 shares
    Change vs previous 13F -5,416 shares

    0.02% of the 13F portfolio, value $971,193.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 29,075 shares
    Change vs previous 13F -121 shares

    0.02% of the 13F portfolio, value $1,053,960.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 29,196 shares
    Change vs previous 13F -2,856 shares

    0.02% of the 13F portfolio, value $1,036,763.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 32,052 shares
    Change vs previous 13F -19 shares

    0.02% of the 13F portfolio, value $1,045,858.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 32,071 shares
    Change vs previous 13F +166 shares

    0.02% of the 13F portfolio, value $943,851.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 31,905 shares
    Change vs previous 13F +446 shares

    0.02% of the 13F portfolio, value $1,029,590.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 31,459 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,086,267.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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