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Disclosery

Segment Wealth Management, LLC: CSX position timeline

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

Segment Wealth Management, LLC held 5,664 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,664 shares
    Change vs previous 13F -160 shares

    0.01% of the 13F portfolio, value $269,210.

    13F-HR 0001575581-26-000003 filed by Segment 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 5,824 shares
    Change vs previous 13F -2,660 shares

    0.01% of the 13F portfolio, value $239,075.

    13F-HR 0001575581-26-000002 filed by Segment 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 8,484 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $307,545.

    13F-HR 0001575581-26-000001 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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