MSB β€” MESABI TR

Ownership history in STEINBERGANNA WEALTH MANAGEMENT  Β·  3 quarters on record

AI Ownership Summary

STEINBERGANNA WEALTH MANAGEMENT reported MESABI TR (MSB) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows MSB at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEINBERGANNA WEALTH MANAGEMENT's position in MESABI TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MSB was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STEINBERGANNA WEALTH MANAGEMENT held MSB β€” position size vs. price
% of Fund (quarterly)    MSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 9,895 +691 +7.5% 0.15% $311K 2026-04-15 $31.57
2025 Q4 REDUCED 9,204 -3,775 -29.1% 0.17% $354K 2026-01-26 $33.84
2025 Q3 INITIATED 12,979 β€” β€” 0.18% $375K 2025-10-23 $35.14

FAQ About STEINBERGANNA WEALTH MANAGEMENT and MSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEINBERGANNA WEALTH MANAGEMENT reported owning MSB?

STEINBERGANNA WEALTH MANAGEMENT reported MSB across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MSB position in STEINBERGANNA WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for MSB was 0.18% in 2025 Q3.

What is the latest reported MSB position on this page?

The most recent filing on this page is 2026 Q1, when STEINBERGANNA WEALTH MANAGEMENT reported 9,895 shares, equal to 0.15% of portfolio, with an estimated market value of $311K.

What does the chart on this MSB ownership page compare?

The chart compares STEINBERGANNA WEALTH MANAGEMENT's quarterly MSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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