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Barings Participation Inv shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of Barings Participation Inv (MPV) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier Wealth Management investment in Barings Participation Inv

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All positions including Barings Participation Inv held by Schwallier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Barings Participation Inv by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $907k 45k 20.15
2025-06-30 $905k 45k 20.11
2025-03-31 $778k 44k 17.63
2024-12-31 $734k 43k 17.09
2024-09-30 $712k 42k 16.94
2024-06-30 $679k 41k 16.52
2024-03-31 $649k 40k 16.12
2023-12-31 $615k 39k 15.60