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Disclosery

MONEYWISE, INC.: CSX position timeline

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

MONEYWISE, INC. held 7,169 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,169 shares
    Change vs previous 13F +651 shares

    0.13% of the 13F portfolio, value $340,752.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 6,518 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $267,564.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 6,518 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $236,278.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 6,518 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $231,454.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 6,518 shares
    Change vs previous 13F +6,518 shares

    0.1% of the 13F portfolio, value $212,682.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 0 shares
    Change vs previous 13F -6,518 shares

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 6,518 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $210,336.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 6,518 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $225,067.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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