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Valeo Financial Advisors, LLC: CSX position timeline

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

Valeo Financial Advisors, LLC held 40,393 CSX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,393 shares
    Change vs previous 13F +89 shares

    0.04% of the 13F portfolio, value $1,878,690.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,304 shares
    Change vs previous 13F +1,078 shares

    0.04% of the 13F portfolio, value $1,915,655.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 39,226 shares
    Change vs previous 13F +104 shares

    0.04% of the 13F portfolio, value $1,610,236.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 39,122 shares
    Change vs previous 13F -989 shares

    0.03% of the 13F portfolio, value $1,418,188.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 40,111 shares
    Change vs previous 13F +5,558 shares

    0.03% of the 13F portfolio, value $1,424,352.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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/A 34,553 shares
    Change vs previous 13F -7,239 shares

    0.03% of the 13F portfolio, value $1,127,482.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 41,792 shares
    Change vs previous 13F -4,552 shares

    0.03% of the 13F portfolio, value $1,229,939.

    13F-HR 0001722641-25-000002 filed by Valeo Financial 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 ended2024-12-31
    13F 46,344 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,495,525.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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