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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

CSX holding history

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

CSX overviewAll 13F holders of CSXFull Q2 2026 holdings

Shares (Q2 2026)
21,938
Value
$1.04M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CSX by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,938$1.04M<0.1%+931+4.4%AddedHolders
Q1 202621,007$862.3K<0.1%−700−3.2%ReducedHolders
Q4 202521,707$786.9K<0.1%+251+1.2%AddedHolders
Q3 202521,456$761.9K<0.1%−1,501−6.5%ReducedHolders
Q2 202522,957$749.1K<0.1%+393+1.7%AddedHolders
Q1 202522,564$664.1K<0.1%−9,165−28.9%ReducedHolders
Q4 202431,729$1.02M<0.1%−195−0.6%ReducedHolders
Q3 202431,924$1.10M0.1%−40.0%ReducedHolders
Q2 202431,928$1.07M0.1%+633+2.0%AddedHolders
Q1 202431,295$1.16M0.1%+5,497+21.3%AddedHolders
Q4 202325,798$894.4K0.1%+10.0%AddedHolders
Q3 202325,797$793.3K0.1%+10.0%AddedHolders
Q2 202325,796$879.6K0.1%+3,712+16.8%AddedHolders
Q1 202322,084$661.2K<0.1%−1,060−4.6%ReducedHolders
Q4 202223,144$717.0K<0.1%00.0%UnchangedHolders
Q3 202223,144$617.0K<0.1%−2,008−8.0%ReducedHolders
Q2 202225,152$731.0K0.1%−2,229−8.1%ReducedHolders
Q1 202227,381$1.02M0.1%−2,218−7.5%ReducedHolders
Q4 202129,599$1.11M0.1%+22,117+295.6%AddedHolders
Q3 20217,482$223.0K<0.1%+42+0.6%AddedHolders
Q2 20217,440$239.0K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q1 20212,480$239.0K<0.1%––Holders

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