Beta Wealth Group, Inc.

SEC CIK: 0001594417
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CSX holding history

CSX Corp in every 13F filed by Beta Wealth Group, Inc., 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 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of CSX by Beta Wealth Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−7,500−100.0%	Sold out	Holders
Q1 2023	7,500	$224.6K	0.1%	+700+10.3%	Added	Holders
Q4 2022	6,800	$210.7K	0.1%	+6,800	New	Holders