PFG Private Wealth Management, LLC: CSX position timeline

PFG Private Wealth Management, LLC held 8,092 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,092 shares

   Change vs previous 13F +23 shares

   0.17% of the 13F portfolio, value $384,607.

   13F-HR 0001799957-26-000005 filed by PFG Private Wealth Management, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,069 shares

   Change vs previous 13F +461 shares

   0.14% of the 13F portfolio, value $331,223.

   13F-HR 0001799957-26-000002 filed by PFG Private Wealth Management, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,608 shares

   Change vs previous 13F +7,608 shares

   0.12% of the 13F portfolio, value $275,777.

   13F-HR 0001799957-26-000001 filed by PFG Private Wealth Management, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -11 shares

   13F-HR 0001799957-25-000005 filed by PFG Private Wealth Management, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

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

5. period ended2025-03-31

   13F 11 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $310.

   13F-HR 0001799957-25-000004 filed by PFG Private Wealth Management, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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