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Livermore
Livermore
ZHEN

Sage Private Wealth Group, LLC

SEC CIK
0001845635
Latest filing
Aug 6, 2026

CSX holding history

CSX Corp in every 13F filed by Sage Private Wealth Group, 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)
4,604
Value
$218.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CSX by Sage Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,604$218.8K0.1%−885−16.1%ReducedHolders
Q1 20265,489$225.3K0.1%−943−14.7%ReducedHolders
Q4 20256,432$233.2K0.1%−639−9.0%ReducedHolders
Q3 20257,071$251.1K0.1%00.0%UnchangedHolders
Q2 20257,071$230.7K0.1%−1,950−21.6%ReducedHolders
Q1 20259,021$265.5K0.2%00.0%UnchangedHolders
Q4 20249,021$291.1K0.2%00.0%UnchangedHolders
Q3 20249,021$311.5K0.2%−2,052−18.5%ReducedHolders
Q2 202411,073$370.4K0.3%−157−1.4%ReducedHolders
Q1 202411,230$416.3K0.3%−140−1.2%ReducedHolders
Q4 202311,370$394.2K0.4%+2,227+24.4%AddedHolders
Q3 20239,143$281.1K0.4%+23+0.3%AddedHolders
Q2 20239,120$311.0K0.4%00.0%UnchangedHolders
Q1 20239,120$273.1K0.3%00.0%UnchangedHolders
Q4 20229,120$282.5K0.3%00.0%UnchangedHolders
Q3 20229,120$243.0K0.3%00.0%UnchangedHolders
Q2 20229,120$265.0K0.4%00.0%UnchangedHolders
Q1 20229,120$342.0K0.3%00.0%UnchangedHolders
Q4 20219,120$342.0K0.4%00.0%UnchangedHolders
Q3 20219,120$271.0K0.4%00.0%UnchangedHolders
Q2 20219,120$293.0K0.4%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q1 20213,040$293.0K0.5%––Holders

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