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Sheaff Brock Investment Advisors, LLC: CSX position timeline

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

Sheaff Brock Investment Advisors, LLC held 15,173 CSX shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 15,173 shares
    Change vs previous 13F -969 shares

    0.04% of the 13F portfolio, value $446,542.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment 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 ended2024-12-31
    13F 16,142 shares
    Change vs previous 13F -15,412 shares

    0.05% of the 13F portfolio, value $520,903.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment 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 ended2024-09-30
    13F 31,554 shares
    Change vs previous 13F -1,200 shares

    0.1% of the 13F portfolio, value $1,089,550.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment 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 ended2024-06-30
    13F 32,754 shares
    Change vs previous 13F -4,600 shares

    0.1% of the 13F portfolio, value $1,095,612.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment 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 ended2024-03-31
    13F 37,354 shares
    Change vs previous 13F -2,650 shares

    0.11% of the 13F portfolio, value $1,384,703.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment 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 ended2023-12-31
    13F 40,004 shares
    Change vs previous 13F -1,330 shares

    0.12% of the 13F portfolio, value $1,386,930.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment 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 ended2023-09-30
    13F 41,334 shares
    Change vs previous 13F -2,200 shares

    0.13% of the 13F portfolio, value $1,271,012.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 43,534 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,484,500.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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