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Steward Partners Investment Advisory, LLC: CSX position timeline

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

Steward Partners Investment Advisory, LLC held 131,554 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 131,554 shares
    Change vs previous 13F -6,324 shares

    0.03% of the 13F portfolio, value $6,252,778.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 137,878 shares
    Change vs previous 13F +40,505 shares

    0.03% of the 13F portfolio, value $5,659,900.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 97,373 shares
    Change vs previous 13F -5,911 shares

    0.02% of the 13F portfolio, value $3,529,789.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 103,284 shares
    Change vs previous 13F -1,243 shares

    0.02% of the 13F portfolio, value $3,667,601.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 104,527 shares
    Change vs previous 13F -9,675 shares

    0.03% of the 13F portfolio, value $3,410,716.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 114,202 shares
    Change vs previous 13F -3,803 shares

    0.03% of the 13F portfolio, value $3,360,953.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 118,005 shares
    Change vs previous 13F +13,836 shares

    0.03% of the 13F portfolio, value $3,808,027.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 104,169 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,596,962.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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