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Disclosery

WCG Wealth Advisors LLC: CSX position timeline

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

WCG Wealth Advisors LLC held 15,655 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 15,655 shares
    Change vs previous 13F -380 shares

    0.02% of the 13F portfolio, value $744,083.

    13F-HR 0001855713-26-000006 filed by WCG Wealth 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 16,035 shares
    Change vs previous 13F +923 shares

    0.02% of the 13F portfolio, value $658,231.

    13F-HR 0001855713-26-000004 filed by WCG Wealth 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 15,112 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $547,802.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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