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Livermore
Livermore
ZHEN

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

CSX holding history

CSX Corp in every 13F filed by Heritage Trust Co, 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)
6,124
Value
$291.1K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of CSX by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,124$291.1K<0.1%−111−1.8%ReducedHolders
Q1 20266,235$255.9K<0.1%−87−1.4%ReducedHolders
Q4 20256,322$229.2K<0.1%+22+0.3%AddedHolders
Q3 20256,300$223.7K<0.1%00.0%UnchangedHolders
Q2 20256,300$205.6K<0.1%+6,300NewHolders
Q1 20250$00.0%−6,300−100.0%Sold outHolders
Q4 20246,300$203.3K<0.1%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 20246,765$226.3K<0.1%00.0%UnchangedHolders
Q1 20246,765$250.8K<0.1%−932−12.1%ReducedHolders
Q4 20237,697$266.9K<0.1%+395+5.4%AddedHolders
Q3 20237,302$224.5K<0.1%00.0%UnchangedHolders
Q2 20237,302$249.0K<0.1%−66−0.9%ReducedHolders
Q1 20237,368$220.6K<0.1%−49−0.7%ReducedHolders
Q4 20227,417$229.8K<0.1%+7,417NewHolders
Q3 20220$00.0%−7,483−100.0%Sold outHolders
Q2 20227,483$217.0K<0.1%−20−0.3%ReducedHolders
Q1 20227,503$281.0K<0.1%−4,628−38.2%ReducedHolders
Q4 202112,131$456.0K0.1%−43−0.4%ReducedHolders
Q3 202112,174$362.0K0.1%−126−1.0%ReducedHolders
Q2 202112,300$395.0K0.1%−222−1.8%ReducedConverted for a 3-for-1 splitHolders
Q1 20214,174$403.0K0.1%––Holders

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