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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

CSX holding history

CSX Corp in every 13F filed by Heritage Wealth Advisors, 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)
74,010
Value
$3.52M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CSX by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202674,010$3.52M0.1%−1,249−1.7%ReducedHolders
Q1 202675,259$3.09M0.1%+4,005+5.6%AddedHolders
Q4 202571,254$2.58M0.1%+10.0%AddedHolders
Q3 202571,253$2.53M0.1%+10.0%AddedHolders
Q2 202571,252$2.32M0.1%+10.0%AddedHolders
Q1 202571,251$2.10M0.1%−485−0.7%ReducedHolders
Q4 202471,736$2.31M0.1%+240.0%AddedHolders
Q3 202471,712$2.48M0.1%+1,938+2.8%AddedHolders
Q2 202469,774$2.33M0.1%+10.0%AddedHolders
Q1 202469,773$2.59M0.1%+260+0.4%AddedHolders
Q4 202369,513$2.41M0.1%00.0%UnchangedHolders
Q3 202369,513$2.14M0.1%−144−0.2%ReducedHolders
Q2 202369,657$2.38M0.1%+144+0.2%AddedHolders
Q1 202369,513$2.08M0.1%+225+0.3%AddedHolders
Q4 202269,288$2.15M0.1%+450+0.7%AddedHolders
Q3 202268,838$1.83M0.1%00.0%UnchangedHolders
Q2 202268,838$2.00M0.1%+1,800+2.7%AddedHolders
Q1 202267,038$2.51M0.1%00.0%UnchangedHolders
Q4 202167,038$2.52M0.1%−285−0.4%ReducedHolders
Q3 202167,323$2.00M0.1%00.0%UnchangedHolders
Q2 202167,323$2.16M0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q1 202122,491$2.17M0.1%––Holders

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