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Guardian Wealth Management, Inc. → MSB
Guardian Wealth Management, Inc. MSB Position History
Mesabi Trust • Basic Materials
Quarters held
5
Latest value
$4.2M
Q3 2026
Peak value
$5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q4 2025 | $3.4M |
| Q1 2026 | $4.9M |
| Q2 2026 | $5M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 59.0K | — | — |
| Q2 2026 | $5M | 57.3K | — | — |
| Q1 2026 | $4.9M | 55.4K | — | — |
| Q4 2025 | $3.4M | 48.2K | — | — |
| Q3 2025 | $3M | 40.5K | — | — |
Other funds holding MSB
$125.3M
$125.3M
$118.6M
$21.8M