Invenio Wealth Partners LLC

SEC CIK: 0001989341
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

CSX holding history

CSX Corp in every 13F filed by Invenio Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSX overview All 13F holders of CSX Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of CSX by Invenio Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−8,625−100.0%	Sold out	Holders
Q4 2023	8,625	$299.0K	0.2%	−720−7.7%	Reduced	Holders
Q3 2023	9,345	$287.4K	0.3%	+967+11.5%	Added	Holders
Q2 2023	8,378	$285.7K	0.3%	–	No prior filing	Holders