Holistic Planning, LLC

SEC CIK: 0002005353
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CSX holding history

CSX Corp in every 13F filed by Holistic Planning, 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 (Q2 2026): 5,900
Value: $280.4K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of CSX by Holistic Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,900	$280.4K	<0.1%	+37+0.6%	Added	Holders
Q1 2026	5,863	$240.7K	<0.1%	−151−2.5%	Reduced	Holders
Q4 2025	6,014	$218.0K	<0.1%	+301+5.3%	Added	Holders
Q3 2025	5,713	$202.9K	0.1%	+5,713	New	Holders