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Equibles

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Position in MSB — Mesabi Trust

CIK 1607355 GLASTONBURY, CT
Back to MSB Full portfolio

Position in MSB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$25,300
-$6,200 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#44
of 62 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MSB Over Time

Shares Held

Position Value (USD)

Position in Steel

Basic Materials · as of Jun 30, 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $170,473 across 3 Steel names. MSB ranks #2 (14.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STLD
Steel Dynamics Inc
 600 $137,676
2 MSB
Mesabi Trust
This page 		1,000 $25,300
3 NWPX
NWPX Infrastructure, Inc.
 50 $7,497

All Filings in MSB

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $25,300 1,000
2026-03-31 $31,500 1,000
2025-12-31 $38,520 1,000
2025-09-30 $29,270 1,000
2025-06-30 $23,960 1,000
2025-03-31 $27,200 1,000
2024-12-31 $28,110 1,000
2024-09-30 $22,650 1,000
2024-06-30 $17,230 1,000
2024-03-31 $17,700 1,000
2023-12-31 $20,470 1,000
2023-09-30 $20,070 1,000
2023-06-30 $20,410 1,000
2023-03-31 $25,180 1,000
2022-12-31 $18,020 1,000
2022-09-30 $21,510 1,000
2022-06-30 $24,520 1,000
2022-03-31 $26,640 1,000
2021-12-31 $26,420 1,000
2021-09-30 $29,710 1,000
2021-06-30 $35,400 1,000
2021-03-31 $30,080 1,000
2020-12-31 $28,050 1,000
2020-09-30 $21,220 1,000
2020-06-30 $17,510 1,000
2020-03-31 $14,300 1,000