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Willner & Heller, LLC

SEC CIK
0001927796
Latest filing
Jul 7, 2026

CSX holding history

CSX Corp in every 13F filed by Willner & Heller, 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)
9,244
Value
$439.4K
% of portfolio
0.3%
Quarters held
16
Since Q4 2021
Holdings of CSX by Willner & Heller, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,244$439.4K0.3%−384−4.0%ReducedHolders
Q1 20269,628$395.2K0.3%−246−2.5%ReducedHolders
Q4 20259,874$357.9K0.3%+28+0.3%AddedHolders
Q3 20259,846$349.6K0.3%+39+0.4%AddedHolders
Q2 20259,807$320.0K0.3%+329+3.5%AddedHolders
Q1 20259,478$278.9K0.3%+789+9.1%AddedHolders
Q4 20248,689$280.4K0.2%+350+4.2%AddedHolders
Q3 20248,339$287.9K0.3%+627+8.1%AddedHolders
Q2 20247,712$258.0K0.2%+29+0.4%AddedHolders
Q1 20247,683$284.8K0.3%+25+0.3%AddedHolders
Q4 20237,658$265.5K0.3%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20227,842$243.0K0.3%−26−0.3%ReducedHolders
Q3 20227,868$210.0K0.3%−350−4.3%ReducedHolders
Q2 20228,218$239.0K0.4%−151−1.8%ReducedHolders
Q1 20228,369$315.0K0.4%+20+0.2%AddedHolders
Q4 20218,349$248.0K0.3%–No prior filingHolders