Skip to main content

Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

CSX holding history

CSX Corp in every 13F filed by Collaborative Wealth Managment Inc., 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of CSX by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−5,714−100.0%Sold outHolders
Q4 20255,714$207.1K0.1%+5,714NewHolders
Q3 20220$00.0%−7,880−100.0%Sold outHolders
Q2 20227,880$229.0K0.2%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20217,590$285.0K0.2%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20217,880$295.0K0.2%––Holders

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