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Perigon Wealth Management, LLC: CSX position timeline

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

Perigon Wealth Management, LLC held 29,930 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,930 shares
    Change vs previous 13F +2,164 shares

    0.02% of the 13F portfolio, value $1,422,587.

    13F-HR 0001951757-26-001189 filed by Perigon 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 27,766 shares
    Change vs previous 13F +975 shares

    0.02% of the 13F portfolio, value $1,139,798.

    13F-HR 0001951757-26-000567 filed by Perigon 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 26,791 shares
    Change vs previous 13F +1,239 shares

    0.02% of the 13F portfolio, value $971,184.

    13F-HR 0001951757-26-000202 filed by Perigon 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 25,552 shares
    Change vs previous 13F +892 shares

    0.02% of the 13F portfolio, value $907,337.

    13F-HR 0001951757-25-001161 filed by Perigon 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 24,660 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $804,643.

    13F-HR 0001951757-25-000869 filed by Perigon 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 24,653 shares
    Change vs previous 13F -10,515 shares

    0.02% of the 13F portfolio, value $725,541.

    13F-HR 0001951757-25-000439 filed by Perigon 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 35,168 shares
    Change vs previous 13F -618 shares

    0.03% of the 13F portfolio, value $1,159,504.

    13F-HR 0001951757-25-000106 filed by Perigon 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 ended2024-09-30
    13F 35,786 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,235,657.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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