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Diversify Advisory Services, LLC: CSX position timeline

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

Diversify Advisory Services, LLC held 96,362 CSX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,362 shares
    Change vs previous 13F +56,370 shares

    0.04% of the 13F portfolio, value $4,991,546.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 48,181 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 48,181 shares

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

  2. period ended2026-03-31
    13F 39,992 shares
    Change vs previous 13F +3,436 shares

    0.03% of the 13F portfolio, value $1,786,841.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 39,992 shares

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

  3. period ended2025-12-31
    13F 36,556 shares
    Change vs previous 13F +1,991 shares

    0.02% of the 13F portfolio, value $1,316,341.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 22,350 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,206 shares

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

  4. period ended2025-09-30
    13F 34,565 shares
    Change vs previous 13F -8,011 shares

    0.03% of the 13F portfolio, value $1,238,487.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 21,780 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,785 shares

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

  5. period ended2025-06-30
    13F 42,576 shares
    Change vs previous 13F -780 shares

    0.04% of the 13F portfolio, value $1,525,053.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 28,529 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,047 shares

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

  6. period ended2025-03-31
    13F 43,356 shares
    Change vs previous 13F -171 shares

    0.04% of the 13F portfolio, value $1,216,120.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 28,610 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,746 shares

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

  7. period ended2024-12-31
    13F 43,527 shares
    Change vs previous 13F +697 shares

    0.04% of the 13F portfolio, value $1,383,309.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 24,104 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,423 shares

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

  8. period ended2024-09-30
    13F 42,830 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,444,855.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 23,831 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,999 shares

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