Skip to content
Disclosery

PARTNERS WEALTH MANAGEMENT, LLC: CSX position timeline

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

PARTNERS WEALTH MANAGEMENT, LLC held 20,520 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 20,520 shares
    Change vs previous 13F -773 shares

    0.96% of the 13F portfolio, value $975,308.

    13F-HR 0001214659-26-008734 filed by PARTNERS 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 21,293 shares
    Change vs previous 13F -498 shares

    0.9% of the 13F portfolio, value $874,064.

    13F-HR 0001214659-26-005027 filed by PARTNERS 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 21,791 shares
    Change vs previous 13F -334 shares

    0.83% of the 13F portfolio, value $789,932.

    13F-HR 0001214659-26-000618 filed by PARTNERS 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 22,125 shares
    Change vs previous 13F -1,980 shares

    0.78% of the 13F portfolio, value $785,653.

    13F-HR 0001214659-25-015484 filed by PARTNERS 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 24,105 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $712,065.

    13F-HR 0001214659-25-010743 filed by PARTNERS 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 24,105 shares
    Change vs previous 13F -199 shares

    0.8% of the 13F portfolio, value $709,414.

    13F-HR 0001214659-25-006036 filed by PARTNERS 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 24,304 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $784,286.

    13F-HR 0001214659-25-001854 filed by PARTNERS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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