Skip to content
Disclosery

Regent Peak Wealth Advisors LLC: CSX position timeline

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

Regent Peak Wealth Advisors LLC held 7,935 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,935 shares
    Change vs previous 13F +169 shares

    0.07% of the 13F portfolio, value $377,151.

    13F-HR 0001803329-26-000006 filed by Regent Peak Wealth Advisors 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 7,766 shares
    Change vs previous 13F +36 shares

    0.07% of the 13F portfolio, value $318,794.

    13F-HR 0001803329-26-000004 filed by Regent Peak Wealth Advisors 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 7,730 shares
    Change vs previous 13F +9 shares

    0.06% of the 13F portfolio, value $280,213.

    13F-HR 0001803329-26-000002 filed by Regent Peak Wealth Advisors 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 7,721 shares
    Change vs previous 13F -137 shares

    0.05% of the 13F portfolio, value $274,173.

    13F-HR 0001803329-25-000014 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 7,858 shares
    Change vs previous 13F -589 shares

    0.05% of the 13F portfolio, value $231,261.

    13F-HR 0001803329-25-000005 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F/A 8,447 shares
    Change vs previous 13F +25 shares

    0.06% of the 13F portfolio, value $272,585.

    13F-HR/A 0001803329-25-000004 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,422 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $290,812.

    13F-HR 0001803329-24-000007 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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