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Kestra Advisory Services, LLC: CSX position timeline

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

Kestra Advisory Services, LLC held 492,453 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 492,453 shares
    Change vs previous 13F +30,276 shares

    0.06% of the 13F portfolio, value $23,406,319.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 98,402 shares
    • Kestra Advisory Services, LLC: 394,051 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 462,177 shares
    Change vs previous 13F +46,015 shares

    0.05% of the 13F portfolio, value $18,972,364.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 104,537 shares
    • Kestra Advisory Services, LLC: 350,232 shares
    • Kestra Investment Management, LLC: 7,408 shares

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

  3. period ended2025-12-31
    13F 416,162 shares
    Change vs previous 13F +65,747 shares

    0.05% of the 13F portfolio, value $15,085,885.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 107,960 shares
    • Kestra Advisory Services, LLC: 308,202 shares

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

  4. period ended2025-09-30
    13F 350,415 shares
    Change vs previous 13F +63,612 shares

    0.04% of the 13F portfolio, value $12,443,258.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 105,477 shares
    • Kestra Advisory Services, LLC: 244,938 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 286,803 shares
    Change vs previous 13F -51,803 shares

    0.03% of the 13F portfolio, value $9,358,372.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 89,318 shares
    • Kestra Advisory Services, LLC: 190,259 shares
    • Kestra Investment Management, LLC: 7,226 shares

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

  6. period ended2025-03-31
    13F/A 338,606 shares
    Change vs previous 13F -20,867 shares

    0.03% of the 13F portfolio, value $9,965,174.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 140,633 shares
    • Kestra Advisory Services, LLC: 197,208 shares
    • Kestra Investment Management, LLC: 765 shares

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

  7. period ended2024-12-31
    13F 359,473 shares
    Change vs previous 13F -2,797 shares

    0.04% of the 13F portfolio, value $11,600,203.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 137,792 shares
    • Kestra Advisory Services, LLC: 219,358 shares
    • Kestra Investment Management, LLC: 2,323 shares

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

  8. period ended2024-09-30
    13F 362,270 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,509,173.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 125,720 shares
    • Kestra Advisory Services, LLC: 236,550 shares

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