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Asset Planning,Inc

SEC CIK
0002048547
Latest filing
Jul 27, 2026

CSX holding history

CSX Corp in every 13F filed by Asset Planning,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 (Q2 2026)
7,078
Value
$336.4K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of CSX by Asset Planning,Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,078$336.4K0.2%−496−6.5%ReducedHolders
Q1 20267,574$310.9K0.2%+6+0.1%AddedHolders
Q4 20257,568$274.3K0.2%+5+0.1%AddedHolders
Q3 20257,563$268.6K0.2%+6+0.1%AddedHolders
Q2 20257,557$246.6K0.2%+7+0.1%AddedHolders
Q1 20257,550$222.2K0.2%+6+0.1%AddedHolders
Q4 20247,544$243.4K0.2%–No prior filingHolders