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Concurrent Investment Advisors, LLC → MSB
Concurrent Investment Advisors, LLC MSB Position History
Mesabi Trust • Basic Materials
Quarters held
8
Latest value
$496K
Q3 2026
Peak value
$509K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $285K |
| Q4 2025 | $324K |
| Q4 2025 | $324K |
| Q1 2026 | $509K |
| Q1 2026 | $61K |
| Q2 2026 | $82K |
| Q2 2026 | $492K |
| Q3 2026 | $496K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $496K | 7.0K | — | — |
| Q2 2026 | $492K | 5.6K | — | — |
| Q2 2026 | $82K | 940 | — | — |
| Q1 2026 | $61K | 678 | — | — |
| Q1 2026 | $509K | 5.7K | — | — |
| Q4 2025 | $324K | 4.6K | — | — |
| Q4 2025 | $324K | 4.6K | — | — |
| Q3 2025 | $285K | 3.9K | — | — |
Other funds holding MSB
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$125.3M
$118.6M
$21.8M
$20.8M
$19.2M