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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MSB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MSB Position History
Mesabi Trust • Basic Materials
Quarters held
5
Latest value
$511K
Q3 2026
Peak value
$9.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.5M |
| Q4 2025 | $249K |
| Q4 2025 | $1.9M |
| Q1 2026 | $464K |
| Q3 2026 | $511K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $511K | 7.1K | — | — |
| Q1 2026 | $464K | 5.2K | — | — |
| Q4 2025 | $1.9M | 25.8K | — | — |
| Q4 2025 | $249K | 6.1K | — | — |
| Q3 2025 | $9.5M | 127.7K | — | — |
Other funds holding MSB
$125.3M
$125.3M
$118.6M
$21.8M
$20.8M
$19.2M