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Valmark Advisers, Inc.: CSX position timeline

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

Valmark Advisers, Inc. held 30,967 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,967 shares
    Change vs previous 13F -143 shares

    0.02% of the 13F portfolio, value $1,471,862.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    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 31,110 shares
    Change vs previous 13F +254 shares

    0.02% of the 13F portfolio, value $1,277,066.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    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 30,856 shares
    Change vs previous 13F -1,101 shares

    0.01% of the 13F portfolio, value $1,118,530.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    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 31,957 shares
    Change vs previous 13F -62 shares

    0.01% of the 13F portfolio, value $1,134,793.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    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 32,019 shares
    Change vs previous 13F -187 shares

    0.01% of the 13F portfolio, value $1,044,780.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    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 32,206 shares
    Change vs previous 13F -416 shares

    0.01% of the 13F portfolio, value $947,823.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    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 32,622 shares
    Change vs previous 13F -44 shares

    0.02% of the 13F portfolio, value $1,052,712.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    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 32,666 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,127,957.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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