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EverSource Wealth Advisors, LLC: CSX position timeline

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

EverSource Wealth Advisors, LLC held 10,795 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,795 shares
    Change vs previous 13F -5,764 shares

    0.02% of the 13F portfolio, value $513,080.

    13F-HR 0001710537-26-000007 filed by EverSource 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/A 16,559 shares
    Change vs previous 13F +3,097 shares

    0.02% of the 13F portfolio, value $679,745.

    13F-HR/A 0001710537-26-000006 filed by EverSource 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 13,462 shares
    Change vs previous 13F +1,791 shares

    0.02% of the 13F portfolio, value $487,992.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth 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 11,671 shares
    Change vs previous 13F +1,204 shares

    0.02% of the 13F portfolio, value $414,420.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth 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 10,467 shares
    Change vs previous 13F -2,157 shares

    0.02% of the 13F portfolio, value $341,540.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth 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 12,624 shares
    Change vs previous 13F +428 shares

    0.02% of the 13F portfolio, value $371,515.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth 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 12,196 shares
    Change vs previous 13F +1,705 shares

    0.02% of the 13F portfolio, value $393,566.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth 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 10,491 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $362,238.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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