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PBMares Wealth Management LLC: CSX position timeline

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

PBMares Wealth Management LLC held 29,833 CSX shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 29,833 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,059,380.

    13F-HR 0001801682-25-000005 filed by PBMares 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 ended2025-06-30
    13F 29,833 shares
    Change vs previous 13F -1 shares

    0.18% of the 13F portfolio, value $973,460.

    13F-HR 0001801682-25-000004 filed by PBMares 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 ended2025-03-31
    13F 29,834 shares
    Change vs previous 13F +5,633 shares

    0.18% of the 13F portfolio, value $878,019.

    13F-HR 0001801682-25-000003 filed by PBMares 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 ended2024-12-31
    13F 24,201 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $780,966.

    13F-HR 0001801682-25-000001 filed by PBMares 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 ended2024-09-30
    13F 24,201 shares
    Change vs previous 13F -12,210 shares

    0.17% of the 13F portfolio, value $835,661.

    13F-HR 0001801682-24-000005 filed by PBMares 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 ended2024-06-30
    13F 36,411 shares
    Change vs previous 13F -218 shares

    0.3% of the 13F portfolio, value $1,217,948.

    13F-HR 0001801682-24-000003 filed by PBMares 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 ended2024-03-31
    13F 36,629 shares
    Change vs previous 13F +177 shares

    0.35% of the 13F portfolio, value $1,357,825.

    13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 36,452 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,263,780.

    13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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