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Safeguard Investment Advisory Group, LLC: CSX position timeline

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

Safeguard Investment Advisory Group, LLC held 4,877 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,877 shares
    Change vs previous 13F +4,877 shares

    0.05% of the 13F portfolio, value $231,787.

    13F-HR 0001172661-26-003409 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -6,252 shares

    13F-HR 0001172661-26-000736 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  3. period ended2025-09-30
    13F 6,252 shares
    Change vs previous 13F -786 shares

    0.06% of the 13F portfolio, value $221,999.

    13F-HR 0001172661-25-004779 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 7,038 shares
    Change vs previous 13F -2,126 shares

    0.06% of the 13F portfolio, value $229,642.

    13F-HR 0001172661-25-003353 filed by Safeguard Investment Advisory Group, 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 9,164 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $270,000.

    13F-HR 0001172661-25-002270 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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