Security key
590660106
MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR)
CUSIP: 590660106
Q1 2026 13F Holders as of 31 Mar 2026
- Security type / class
- Equity / Units of Beneficial Interest
- Total 13F shares
- 305,850
- Total 13F value
- $1,495,200
- Share change
- +29,318
- SEC-reported price per share
- $4.89
- Number of holders
- 11
- Value change
- +$143,495
- Number of buys
- 5
- Number of sells
- 5
- Shares outstanding
- 1,868,930
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2026
Institutions
11
Top holders
10
MTR full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
Previous quarter: Q4 2025
MESA ROYALTY TRUST/TX SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 590660106
Recent filing periods:
Ownership snapshot
Top reported holders of MTR - MESA ROYALTY TRUST/TX - Units of Beneficial Interest (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
A. Gile & Co. LLC
Disclosed value leader
A. Gile & Co. LLC
Comparable rows
11/11
Latest evidence
31 Dec 2025
13D/G
13F
Lead comparable stake: 14%
13D/G row: A. Gile & Co. LLC
Showing 1-6 of 11 holder rows.
Quick read
A. Gile & Co. LLC leads the comparable SEC ownership view at 14%.
11 of 11 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens A. Gile & Co. LLC's linked filing trail.
Comparable ownership
Top 5
A. Gile & Co. LLC
14%
WELLS FARGO & COMPANY/MN
0.04%
Ashton Thomas Private Wealth, LLC
13%
Welch Group, LLC
0.88%
OSAIC HOLDINGS, INC.
0.65%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 11 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| A. Gile & Co. LLC |
13D/G
|
14%
|
$1,403,903
265,388 shares
|
+$117,687 | 23 Jan 2025 |
| WELLS FARGO & COMPANY/MN |
13D/G
13F
Wells Fargo & Company · Company
|
0.04%
|
$4,163
787 shares
|
$0 | 30 Sep 2024 |
| Ashton Thomas Private Wealth, LLC |
13F
Company
|
13%
|
$1,072,716
244,537 shares
|
— | 31 Dec 2025 |
| Welch Group, LLC |
13F
Company
|
0.88%
|
$68,591
16,370 shares
|
— | 31 Dec 2025 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
0.65%
|
$52,092
12,057 shares
|
— | 31 Dec 2025 |
| JPMORGAN CHASE & CO |
13F
Company
|
0.07%
|
$5,616
1,300 shares
|
— | 31 Dec 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
11
Shares
305,850
Rows available
11
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
10
Q1 2026 holders
11
Holder diff
1
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend