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Waverly Advisors, LLC: CSX position timeline

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

Waverly Advisors, LLC held 91,594 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,594 shares
    Change vs previous 13F -1,550 shares

    0.03% of the 13F portfolio, value $4,353,484.

    13F-HR 0001398344-26-014582 filed by Waverly 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 ended2026-03-31
    13F 93,144 shares
    Change vs previous 13F +796 shares

    0.03% of the 13F portfolio, value $3,823,577.

    13F-HR 0001398344-26-009223 filed by Waverly 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 ended2025-12-31
    13F 92,348 shares
    Change vs previous 13F +10,776 shares

    0.03% of the 13F portfolio, value $3,347,639.

    13F-HR 0001398344-26-003224 filed by Waverly 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 ended2025-09-30
    13F 81,572 shares
    Change vs previous 13F +89 shares

    0.03% of the 13F portfolio, value $2,896,623.

    13F-HR 0001398344-25-020944 filed by Waverly 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 ended2025-06-30
    13F 81,483 shares
    Change vs previous 13F -875 shares

    0.03% of the 13F portfolio, value $2,658,780.

    13F-HR 0001398344-25-015429 filed by Waverly 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 ended2025-03-31
    13F 82,358 shares
    Change vs previous 13F -8,787 shares

    0.03% of the 13F portfolio, value $2,423,795.

    13F-HR 0001398344-25-009517 filed by Waverly 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 ended2024-12-31
    13F 91,145 shares
    Change vs previous 13F +44,298 shares

    0.05% of the 13F portfolio, value $2,941,244.

    13F-HR 0001398344-25-002762 filed by Waverly 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 ended2024-09-30
    13F 46,847 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,617,640.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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