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SHEETS SMITH WEALTH MANAGEMENT → MSB
SHEETS SMITH WEALTH MANAGEMENT MSB Position History
Mesabi Trust • Basic Materials
Quarters held
4
Latest value
$582K
Q3 2026
Peak value
$716K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $374K |
| Q1 2026 | $716K |
| Q2 2026 | $712K |
| Q3 2026 | $582K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $582K | 8.2K | — | — |
| Q2 2026 | $712K | 8.2K | — | — |
| Q1 2026 | $716K | 8.0K | — | — |
| Q4 2025 | $374K | 5.3K | — | — |
Other funds holding MSB
$125.3M
$125.3M
$118.6M
$21.8M
$20.8M
$19.2M