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Gladstone Institutional Advisory LLC

SEC CIK
0001766530
Latest filing
Jul 27, 2026

CSX holding history

CSX Corp in every 13F filed by Gladstone Institutional Advisory 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)
213,278
Value
$10.1M
% of portfolio
0.3%
Quarters held
20
Since Q3 2021
Holdings of CSX by Gladstone Institutional Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026213,278$10.1M0.3%+302+0.1%AddedHolders
Q1 2026212,976$8.74M0.3%+940.0%AddedHolders
Q4 2025212,882$7.72M0.3%−407−0.2%ReducedHolders
Q3 2025213,289$7.57M0.3%+630.0%AddedHolders
Q2 2025213,226$6.96M0.3%−53,923−20.2%ReducedHolders
Q1 2025267,149$7.86M0.4%+53,943+25.3%AddedHolders
Q4 2024213,206$6.88M0.3%−1,122−0.5%ReducedHolders
Q3 2024214,328$7.40M0.4%−780.0%ReducedHolders
Q2 2024214,406$7.17M0.4%+6,127+2.9%AddedHolders
Q1 2024208,279$7.72M0.4%−1,139−0.5%ReducedHolders
Q4 2023209,418$7.26M0.4%+3,423+1.7%AddedHolders
Q3 2023205,995$6.33M0.4%+950.0%AddedHolders
Q2 2023205,900$7.02M0.4%−301−0.1%ReducedHolders
Q1 2023206,201$6.17M0.4%−1,425−0.7%ReducedHolders
Q4 2022207,626$6.43M0.5%−204,819−49.7%ReducedHolders
Q3 2022412,445$11.0M0.9%+399,309+3,039.8%AddedHolders
Q2 202213,136$382.0K<0.1%+282+2.2%AddedHolders
Q1 202212,854$481.0K<0.1%−1,805−12.3%ReducedHolders
Q4 202114,659$551.0K<0.1%−1,469−9.1%ReducedHolders
Q3 202116,128$480.0K<0.1%+16,128NewHolders