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IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

CSX holding history

CSX Corp in every 13F filed by IVC Wealth 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of CSX by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−7,335−100.0%Sold outHolders
Q2 20247,335$245.4K0.1%−184−2.4%ReducedHolders
Q1 20247,519$278.7K0.2%00.0%UnchangedHolders
Q4 20237,519$260.7K0.2%−1,500−16.6%ReducedHolders
Q3 20239,019$277.3K0.2%00.0%UnchangedHolders
Q2 20239,019$307.5K0.2%−1,650−15.5%ReducedHolders
Q1 202310,669$319.4K0.2%−3,210−23.1%ReducedHolders
Q4 202213,879$430.0K0.3%00.0%UnchangedHolders
Q3 202213,879$370.0K0.3%00.0%UnchangedHolders
Q2 202213,879$403.0K0.3%00.0%UnchangedHolders
Q1 202213,879$520.0K0.3%00.0%UnchangedHolders
Q4 202113,879$522.0K0.3%−1,290−8.5%ReducedHolders
Q3 202115,169$451.0K0.3%−2,900−16.0%ReducedHolders
Q2 202118,069$580.0K0.4%−1,500−7.7%ReducedConverted for a 3-for-1 splitHolders
Q1 20216,523$629.0K0.5%––Holders

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