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Mesabi Trust shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Mesabi Trust (MSB) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Mesabi Trust

Tip: Access up to 7 years of quarterly data

All positions including Mesabi Trust held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mesabi Trust by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $131k 4.5k 29.27
2025-06-30 $107k 4.5k 23.96
2025-03-31 $120k 4.4k 27.20
2024-12-31 $108k 3.8k 28.11
2020-09-30 $1.1M 51k 21.23
2020-06-30 $884k 51k 17.51
2020-03-31 $1.0M 71k 14.31
2019-12-31 $2.1M 89k 23.54