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Bernard Wealth Management Corp.

Position in MSB — Mesabi Trust

CIK 2056313 ROYAL OAK, MI

Position in MSB

as of Jun 30, 2026 · filed Aug 21, 2026
Position Value
$6,350
-$1,493 QoQ
Shares Held
251
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 62 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSB Over Time

Shares Held

Position Value (USD)

Position in Steel

Basic Materials · as of Jun 30, 2026

Bernard Wealth Management Corp. holds $6,350 across 1 Steel name. MSB ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSB
Mesabi Trust
This page
251 $6,350

All Filings in MSB

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,350 251
2026-03-31 $7,843 249
2025-12-31 $9,514 247
2025-09-30 $7,171 245
2025-06-30 $5,846 244
2025-03-31 $6,500 239
2024-12-31 $5,284 188