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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

CSX holding history

CSX Corp in every 13F filed by Wealthspire Advisors, 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)
83,588
Value
$3.97M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CSX by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202683,588$3.97M<0.1%+16,396+24.4%AddedHolders
Q1 202667,192$2.76M<0.1%+27,072+67.5%AddedHolders
Q4 202540,120$1.45M<0.1%+13,542+51.0%AddedHolders
Q3 202526,578$943.8K<0.1%−2,557−8.8%ReducedHolders
Q2 202529,135$950.7K<0.1%−31,705−52.1%ReducedHolders
Q1 202560,840$1.79M<0.1%+31,892+110.2%AddedHolders
Q4 202428,948$934.1K<0.1%+2,021+7.5%AddedHolders
Q3 202426,927$929.8K<0.1%−3,870−12.6%ReducedHolders
Q2 202430,797$1.03M<0.1%+153+0.5%AddedHolders
Q1 202430,644$1.14M<0.1%−663−2.1%ReducedHolders
Q4 202331,307$1.09M<0.1%−222−0.7%ReducedHolders
Q3 202331,529$969.5K<0.1%+209+0.7%AddedHolders
Q2 202331,320$1.07M<0.1%+50+0.2%AddedHolders
Q1 202331,270$936.2K<0.1%−6,097−16.3%ReducedHolders
Q4 202237,367$1.16M<0.1%+5,996+19.1%AddedHolders
Q3 202231,371$836.0K<0.1%+6,117+24.2%AddedHolders
Q2 202225,254$734.0K<0.1%+5,385+27.1%AddedHolders
Q1 202219,869$744.0K<0.1%−14,061−41.4%ReducedHolders
Q4 202133,930$1.28M<0.1%+4,036+13.5%AddedHolders
Q3 202129,894$889.0K<0.1%+29,894NewHolders
Q2 20210$00.0%−43,824−100.0%Sold outConverted for a 3-for-1 splitHolders
Q1 202114,608$1.41M<0.1%––Holders

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