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Mesabi Trust shares owned by Chung Wu Investment Group

Quarter-by-quarter ownership of Mesabi Trust (MSB) shares owned by Chung Wu Investment Group from 13F filings

Historical chart of Chung Wu Investment Group investment in Mesabi Trust

Tip: Access up to 7 years of quarterly data

All positions including Mesabi Trust held by Chung Wu Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mesabi Trust by Chung Wu Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $39k 1.0k 38.52
2025-09-30 $29k 1.0k 29.27
2025-06-30 $24k 1.0k 23.96

More positions owned by Chung Wu Investment Group

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI)
Neos Nasdaq 100 High Income Etf Nasdaq 100 High (QQQI)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Unit (SPY)
Micron Technology (MU)
Antero Midstream Corp antero midstream (AM)
Abbvie (ABBV)
Goldman Sachs (GS)
Exxon Mobil Corporation (XOM)

View all positions for Chung Wu Investment Group

Top funds holding Mesabi Trust

Horizon Kinetics Asset Management
ValueWorks
Beddow Capital Management
MRM-Horizon Advisors
CWA Asset Management
Moors & Cabot
Advisory Services Network
EagleClaw Capital Managment
Lido Advisors
Bank of New York Mellon
Geode Capital Management
O'shaughnessy Asset Management
Jpmorgan Chase & Co
Redhawk Wealth Advisors
Pecaut & Co.

View all funds holding Mesabi Trust