Public ownership evidence

Mesabi Trust (MSB) Ownership Disclosures

Read MSB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Mesabi Trust: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Bernard Wealth Management Corp.
Report period
2026-06-30
Available
2026-08-22
Reported shares
251
Value (USD)
$6,353
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002056313-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MSB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MSB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Bernard Wealth Management Corp.2026-06-302026-08-22251$6,353None
VALUEWORKS LLC2026-06-302026-08-18669,733$16,944,253None
SEI INVESTMENTS CO2026-06-302026-08-1583,883$2,122,240None
XTX Topco Ltd2026-06-302026-08-1512,692$321,108None
OSAIC HOLDINGS, INC.2026-06-302026-08-15500$12,650None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,442$36,503None
JANE STREET GROUP, LLC2026-06-302026-08-1512,500$316,250Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,400$237,820Put
Medallion Wealth Advisors, LLC2026-06-302026-08-151,240$31,372None
ROYAL BANK OF CANADA2026-06-302026-08-1554,203$1,371,000None
ROYAL BANK OF CANADA2026-06-302026-08-15622$16,000None
CITADEL ADVISORS LLC2026-06-302026-08-1535,100$888,030Call
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1514,520$367,356None
FIRST MANHATTAN CO. LLC.2026-06-302026-08-15396,373$10,028,237None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,631$41,264None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-157,673$194,128None
BARCLAYS PLC2026-06-302026-08-156$152None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1514,258$360,726None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,400$86,020None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1532,242$815,723None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1512,416$314,125None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1424,638$623,341None
UBS Group AG2026-06-302026-08-141,745$44,149None
UBS Group AG2026-06-302026-08-14547$13,839None
UBS Group AG2026-06-302026-08-1412,601$318,805None
MARK SHEPTOFF FINANCIAL PLANNING, LLC2026-06-302026-08-141,000$25,300None
Inspire Advisors, LLC2026-06-302026-08-1410,703$270,786None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-142,500$63,250None
MORGAN STANLEY2026-06-302026-08-1412,600$318,780None
MORGAN STANLEY2026-06-302026-08-14100,693$2,547,533None
FMR LLC2026-06-302026-08-1427$683None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141$25None
Advisory Services Network, LLC2026-06-302026-08-13185,669$4,697,424None
SIMPLEX TRADING, LLC2026-06-302026-08-13162$4,098None
GEODE CAPITAL MANAGEMENT, LLC2026-06-302026-08-1359,649$1,509,119None
NewEdge Advisors, LLC2026-06-302026-08-131,643$41,568None
JPMORGAN CHASE & CO2026-06-302026-08-1336,092$861,877None
JPMORGAN CHASE & CO2026-06-302026-08-13480$11,462None
Godfrey Financial Associates, Inc.2026-06-302026-08-12300$7,590None
Tower Research Capital LLC (TRC)2026-06-302026-08-1220$506None
Tower Research Capital LLC (TRC)2026-06-302026-08-12258$6,527None
HORIZON KINETICS ASSET MANAGEMENT LLC2026-06-302026-08-123,219,382$81,450,362None
Allworth Financial LP2026-06-302026-08-12500$12,650None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-121,360$34,408None
Essex Financial Services, Inc.2026-06-302026-08-1114,031$354,993None
EagleClaw Capital Managment, LLC2026-06-302026-08-11170,575$4,315,548None
Moors & Cabot, Inc.2026-06-302026-08-11178,289$4,510,711None
Quent Capital, LLC2026-06-302026-08-083,041$73,140None
LPL Financial LLC2026-06-302026-08-0815,683$396,788None
Lido Advisors, LLC2026-06-302026-08-0879,982$2,023,562None

90-day public filing window, up to 50 source positions.

Bernard Wealth Management Corp. ↗VALUEWORKS LLC ↗SEI INVESTMENTS CO ↗XTX Topco Ltd ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Medallion Wealth Advisors, LLC ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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