Mesabi Trust shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Mesabi Trust (MSB) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Mesabi Trust
Tip: Access up to 7 years of quarterly data
All positions including Mesabi Trust held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Mesabi Trust by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29k | 1.0k | 29.27 |
| 2025-06-30 | $24k | 1.0k | 23.96 |
| 2025-03-31 | $27k | 1.0k | 27.20 |
| 2024-12-31 | $28k | 1.0k | 28.11 |
| 2024-09-30 | $23k | 1.0k | 22.65 |
| 2024-06-30 | $17k | 1.0k | 17.23 |
| 2024-03-31 | $18k | 1.0k | 17.70 |
| 2023-12-31 | $21k | 1.0k | 20.47 |
| 2023-09-30 | $20k | 1.0k | 20.07 |
| 2023-06-30 | $20k | 1.0k | 20.41 |
| 2023-03-31 | $25k | 1.0k | 25.18 |
| 2022-12-31 | $18k | 1.0k | 18.02 |
| 2022-09-30 | $22k | 1.0k | 22.00 |
| 2022-06-30 | $25k | 1.0k | 25.00 |
| 2022-03-31 | $27k | 1.0k | 27.00 |
| 2021-12-31 | $26k | 1.0k | 26.00 |
| 2021-09-30 | $30k | 1.0k | 30.00 |
| 2021-06-30 | $35k | 1.0k | 35.00 |
| 2021-03-31 | $30k | 1.0k | 30.00 |
| 2020-12-31 | $28k | 1.0k | 28.00 |
| 2020-09-30 | $21k | 1.0k | 21.00 |
| 2020-06-30 | $18k | 1.0k | 18.00 |
| 2020-03-31 | $14k | 1.0k | 14.00 |
| 2019-12-31 | $24k | 1.0k | 24.00 |
| 2019-09-30 | $24k | 1.0k | 24.00 |
| 2019-06-30 | $30k | 1.0k | 30.00 |
| 2019-03-31 | $29k | 1.0k | 29.00 |
| 2018-12-31 | $24k | 1.0k | 24.00 |
| 2018-09-30 | $27k | 1.0k | 27.00 |
| 2018-06-30 | $25k | 1.0k | 25.00 |
| 2018-03-31 | $26k | 1.0k | 26.00 |
| 2017-12-31 | $25k | 1.0k | 25.00 |
| 2017-09-30 | $23k | 1.0k | 23.00 |
More positions owned by Mark Sheptoff Financial Planning
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