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Acorn Wealth Advisors, LLC → MSB

Acorn Wealth Advisors, LLC MSB Position History

Mesabi Trust • Basic Materials

Quarters held
5
Latest value
$215K
Q3 2026
Peak value
$424K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$318K
Q4 2025$424K
Q1 2026$346K
Q2 2026$278K
Q3 2026$215K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$215K11.0K——
Q2 2026$278K11.0K——
Q1 2026$346K11.0K——
Q4 2025$424K11.0K——
Q3 2025$318K11.0K——

Other funds holding MSB

Other Acorn Wealth Advisors, LLC positions

VGES

VANGUARD BD INDEX FDS

$20.2M
VGES

VANGUARD BD INDEX FDS

$19.7M
VGES

VANGUARD BD INDEX FDS

$19.6M
VGES

VANGUARD BD INDEX FDS

$18.3M
VGES

VANGUARD BD INDEX FDS

$18.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$13M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.6M