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Barings Participation Inv shares owned by Whipplewood Advisors

Quarter-by-quarter ownership of Barings Participation Inv (MPV) shares owned by Whipplewood Advisors from 13F filings

Historical chart of Whipplewood Advisors investment in Barings Participation Inv

Tip: Access up to 7 years of quarterly data

All positions including Barings Participation Inv held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Barings Participation Inv by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $408k 20k 20.15
2025-06-30 $438k 22k 20.11

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

Top funds holding Barings Participation Inv

Babson Capital Management
TSP Capital Management Group
Benjamin Edwards
Advisor Group Holdings
LPL Financial
Commonwealth Equity Services
Cetera Investment Advisers
Smith Asset Management
Curbstone Financial Management
Schwallier Wealth Management
Caldwell Sutter Capital
Raymond James Financial
Vanguard Group
Jones Financial Companies, L.L
QTR Family Wealth

View all funds holding Barings Participation Inv