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TrueWealth Advisors, LLC: CSX position timeline

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

TrueWealth Advisors, LLC held 23,720 CSX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,720 shares
    Change vs previous 13F -959 shares

    0.25% of the 13F portfolio, value $1,103,221.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,679 shares
    Change vs previous 13F +642 shares

    0.26% of the 13F portfolio, value $1,173,008.

    13F-HR 0002085853-26-000650 filed by TrueWealth 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 ended2026-03-31
    13F 24,037 shares
    Change vs previous 13F +6,162 shares

    0.25% of the 13F portfolio, value $986,735.

    13F-HR 0002085853-26-000303 filed by TrueWealth 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 ended2025-12-31
    13F 17,875 shares
    Change vs previous 13F +11,611 shares

    0.17% of the 13F portfolio, value $647,960.

    13F-HR 0002085853-26-000015 filed by TrueWealth 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 ended2025-09-30
    13F 6,264 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $222,432.

    13F-HR 0002085853-25-000096 filed by TrueWealth 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 ended2025-06-30
    13F 6,256 shares
    Change vs previous 13F +6,256 shares

    0.06% of the 13F portfolio, value $204,139.

    13F-HR 0001817714-25-000004 filed by TrueWealth 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -6,467 shares

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, 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.

  8. period ended2024-12-31
    13F 6,467 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $208,686.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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