Mesabi Trust
MSBFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Mesabi Trust Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Jan 31, 2026. The latest insider filing shown is dated Jun 12, 2019. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| CWM, LLC | 2026-03-31 | 682 | Not shown | SEC filing |
| Westmount Partners, LLC | 2026-03-31 | 16,856 | Not shown | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 36,304 | Not shown | SEC filing |
| Russell Investments Group, Ltd. | 2026-03-31 | 17,077 | Not shown | SEC filing |
| UBS Group AG | 2026-03-31 | 20,304 | Not shown | SEC filing |
| MAD RIVER INVESTORS | 2026-03-31 | 321,546 | Not shown | SEC filing |
| Verdad Advisers, LP | 2026-03-31 | 10,303 | Not shown | SEC filing |
| Golden State Wealth Management, LLC | 2026-03-31 | 500 | Not shown | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 202 | Not shown | SEC filing |
| Allworth Financial LP | 2026-03-31 | 500 | Not shown | SEC filing |
| Steward Partners Investment Advisory, LLC | 2026-03-31 | 24,260 | Not shown | SEC filing |
| GROUP ONE TRADING LLC | 2026-03-31 | 145 | Not shown | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 114,045 | Not shown | SEC filing |
| BOURGEON CAPITAL MANAGEMENT LLC | 2026-03-31 | 6,999 | Not shown | SEC filing |
| HighTower Advisors, LLC | 2026-03-31 | 26,516 | Not shown | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 51,116 | Not shown | SEC filing |
| STEINBERGANNA WEALTH MANAGEMENT | 2026-03-31 | 9,895 | Not shown | SEC filing |
| Quent Capital, LLC | 2026-03-31 | 3,041 | Not shown | SEC filing |
| US BANCORP \DE\ | 2026-03-31 | 400 | Not shown | SEC filing |
| MAI Capital Management | 2026-03-31 | 4,540 | Not shown | SEC filing |
- Each value is checked against Mesabi Trust's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- BANK OF MONTREAL /CAN/: 7,400 shares reported 2025-12-31; 7,401 shares reported 2026-03-31.
- WELLS FARGO & COMPANY/MN: 17,474 shares reported 2025-12-31; 17,992 shares reported 2026-03-31.
- HUNTINGTON NATIONAL BANK: 1 share reported 2025-12-31; 1 share reported 2026-03-31.
- Farther Finance Advisors, LLC: 1,491 shares reported 2025-12-31; 1,498 shares reported 2026-03-31.
- Atlas Wealth Partners, LLC: 7,858 shares reported 2025-12-31; 7,470 shares reported 2026-03-31.
- CITIGROUP INC: 3,763 shares reported 2025-12-31; 829 shares reported 2026-03-31.
- EagleClaw Capital Managment, LLC: 167,225 shares reported 2025-12-31; 169,775 shares reported 2026-03-31.
- ASSETMARK, INC: 18 shares reported 2025-12-31; 18 shares reported 2026-03-31.
- One Charles Private Wealth Services, LLC: 17,263 shares reported 2025-12-31; 17,263 shares reported 2026-03-31.
- GHP Investment Advisors, Inc.: 40 shares reported 2025-12-31; 40 shares reported 2026-03-31.
- PECAUT & CO.: 33,963 shares reported 2025-12-31; 33,963 shares reported 2026-03-31.
- AMERIPRISE FINANCIAL INC: 7,730 shares reported 2025-12-31; 7,844 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
42 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2019-06-11 | Radke Robin M. · Other | Units of beneficial interest | P — Open market or private purchase | +498 | 29.50 | SEC filing |
| 2008-10-28 | Ehrenberg James A · Other | Units of Beneficial Interest | P — Open market or private purchase | +500 | 11.57 | SEC filing |
| 2008-10-24 | Ehrenberg James A · Other | Units of Beneficial Interest | P — Open market or private purchase | +500 | 13.27 | SEC filing |
| 2008-10-20 | Ehrenberg James A · Other | Units of Beneficial Interest | P — Open market or private purchase | +500 | 15.94 | SEC filing |
| 2007-07-30 | Ehrenberg James A · Other | Units of Beneficial Interest | P — Open market or private purchase | +700 | 19.20 | SEC filing |
| 2007-07-30 | Ehrenberg James A · Other | Units of Beneficial Interest | P — Open market or private purchase | +300 | 19.19 | SEC filing |
| 2006-05-24 | Ehrenberg James A · Other | Units of Beneficial Interest | P — Open market or private purchase | +300 | 18.19 | SEC filing |
| 2006-04-25 | Ehrenberg James A · Other | Units of Beneficial Interest | P — Open market or private purchase | +200 | 22.79 | SEC filing |
Showing 8 of 8 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2019-05-20 | Radke Robin M. · Other | Units of beneficial interest | L — Small acquisition | +3 | SEC filing |
| 2019-02-20 | Radke Robin M. · Other | Units of beneficial interest | L — Small acquisition | +4 | SEC filing |
Showing 2 of 2 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.