BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CSX holding history

CSX Corp in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSX overview All 13F holders of CSX Full Q2 2026 holdings

Shares (Q2 2026): 85,286
Value: $4.05M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CSX by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	85,286	$4.05M	0.1%	−104−0.1%	Reduced	Holders
Q1 2026	85,390	$3.51M	0.1%	+3,719+4.6%	Added	Holders
Q4 2025	81,671	$2.96M	0.1%	−4,068−4.7%	Reduced	Holders
Q3 2025	85,739	$3.04M	0.1%	−2,165−2.5%	Reduced	Holders
Q2 2025	87,904	$2.87M	0.1%	−1,676−1.9%	Reduced	Holders
Q1 2025	89,580	$2.64M	0.1%	−609−0.7%	Reduced	Holders
Q4 2024	90,189	$2.91M	0.1%	−786−0.9%	Reduced	Holders
Q3 2024	90,975	$3.14M	0.1%	−1,959−2.1%	Reduced	Holders
Q2 2024	92,934	$3.11M	0.1%	−1,071−1.1%	Reduced	Holders
Q1 2024	94,005	$3.48M	0.1%	−955−1.0%	Reduced	Holders
Q4 2023	94,960	$3.29M	0.1%	−5,019−5.0%	Reduced	Holders
Q3 2023	99,979	$3.07M	0.1%	−11,490−10.3%	Reduced	Holders
Q2 2023	111,469	$3.80M	0.1%	+180+0.2%	Added	Holders
Q1 2023	111,289	$3.33M	0.1%	+677+0.6%	Added	Holders
Q4 2022	110,612	$3.43M	0.1%	−3,475−3.0%	Reduced	Holders
Q3 2022	114,087	$3.04M	0.1%	−1,705−1.5%	Reduced	Holders
Q2 2022	115,792	$3.37M	0.1%	+4,905+4.4%	Added	Holders
Q1 2022	110,887	$4.15M	0.2%	+1,939+1.8%	Added	Holders
Q4 2021	108,948	$4.10M	0.2%	−310−0.3%	Reduced	Holders
Q3 2021	109,258	$3.25M	0.1%	+1,466+1.4%	Added	Holders
Q2 2021	107,792	$3.46M	0.2%	−4,489−4.0%	ReducedConverted for a 3-for-1 split	Holders
Q1 2021	37,427	$3.61M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.