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RKL Wealth Management LLC: CSX position timeline

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

RKL Wealth Management LLC held 13,802 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,802 shares
    Change vs previous 13F +288 shares

    0.05% of the 13F portfolio, value $656,026.

    13F-HR 0001604723-26-000003 filed by RKL 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 13,514 shares
    Change vs previous 13F -180 shares

    0.05% of the 13F portfolio, value $554,764.

    13F-HR 0001604723-26-000002 filed by RKL 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 13,694 shares
    Change vs previous 13F +113 shares

    0.04% of the 13F portfolio, value $496,421.

    13F-HR 0001604723-26-000001 filed by RKL 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 13,581 shares
    Change vs previous 13F -1,557 shares

    0.04% of the 13F portfolio, value $482,274.

    13F-HR 0001604723-25-000003 filed by RKL 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 15,138 shares
    Change vs previous 13F -166 shares

    0.04% of the 13F portfolio, value $493,964.

    13F-HR 0001085146-25-003973 filed by RKL 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 15,304 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $450,393.

    13F-HR 0001085146-25-002364 filed by RKL 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 15,303 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $493,837.

    13F-HR 0001085146-25-000869 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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