Mesabi Trust shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Mesabi Trust (MSB) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Mesabi Trust
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Quarterly reported holdings in Mesabi Trust by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $189k | 9.3k | 20.41 |
| 2023-03-31 | $234k | 9.3k | 25.24 |
| 2022-12-31 | $167k | 9.3k | 17.99 |
| 2022-09-30 | $198k | 9.3k | 21.36 |
| 2022-06-30 | $226k | 9.3k | 24.38 |
| 2022-03-31 | $247k | 9.3k | 26.65 |
| 2021-12-31 | $245k | 9.3k | 26.43 |
| 2021-09-30 | $297k | 10k | 29.70 |
| 2021-06-30 | $425k | 12k | 35.42 |
| 2021-03-31 | $362k | 12k | 30.17 |
| 2020-12-31 | $336k | 12k | 28.00 |
| 2020-09-30 | $256k | 12k | 21.33 |
| 2020-06-30 | $210k | 12k | 17.50 |
| 2020-03-31 | $172k | 12k | 14.33 |
| 2019-12-31 | $283k | 12k | 23.58 |
| 2019-09-30 | $286k | 12k | 23.83 |
| 2019-06-30 | $354k | 12k | 29.50 |
| 2019-03-31 | $351k | 12k | 29.25 |
| 2018-12-31 | $284k | 12k | 23.67 |
| 2018-09-30 | $413k | 16k | 26.47 |
| 2018-06-30 | $295k | 12k | 24.58 |
| 2018-03-31 | $309k | 12k | 25.75 |
| 2017-12-31 | $302k | 12k | 25.17 |
| 2017-09-30 | $276k | 12k | 23.00 |
| 2017-06-30 | $164k | 12k | 13.67 |
| 2017-03-31 | $180k | 12k | 15.00 |
| 2016-12-31 | $128k | 12k | 10.67 |
| 2016-09-30 | $111k | 12k | 9.25 |
| 2016-06-30 | $129k | 12k | 10.75 |
| 2016-03-31 | $72k | 12k | 6.00 |
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