Public ownership evidence

Barings Participation Investors (MPV) Ownership Disclosures

Read MPV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Barings Participation Investors: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Schwallier Wealth Management LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
47,596
Value (USD)
$801,508
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001934951-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MPV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MPV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Schwallier Wealth Management LLC2026-06-302026-08-1547,596$801,508None
OSAIC HOLDINGS, INC.2026-06-302026-08-15217,893$3,669,342None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1538,704$646,744None
ROYAL BANK OF CANADA2026-06-302026-08-153,000$51,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,623$94,691None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1525,463$428,801None
WELLS FARGO & COMPANY/MN2026-06-302026-08-156,896$116,124None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1549,789$838,447None
Vanguard National Trust Co2026-06-302026-08-1429,200$491,728None
Sanctuary Advisors, LLC2026-06-302026-08-1416,968$285,741None
Rockefeller Capital Management L.P.2026-06-302026-08-14850$14,314None
UBS Group AG2026-06-302026-08-1421,311$358,877None
MORGAN STANLEY2026-06-302026-08-142$36None
MORGAN STANLEY2026-06-302026-08-14282,698$4,760,634None
Integrated Wealth Concepts LLC2026-06-302026-08-13200$3,368None
Cetera Investment Advisers2026-06-302026-08-13112,614$1,896,426None
NewEdge Advisors, LLC2026-06-302026-08-1329,486$496,536None
Keating Financial Advisory Services, Inc.2026-06-302026-08-123,093$52,089None
Atlantic Union Bankshares Corp2026-06-302026-08-12590$9,936None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-123,687$62,094None
Salomon & Ludwin, LLC2026-06-302026-08-08365$5,977None
LPL Financial LLC2026-06-302026-08-08216,417$3,644,455None
TRUST CO OF VERMONT2026-06-302026-08-081,200$20,208None
BARINGS LLC2026-06-302026-08-08289,151$4,869,301None
FIFTH THIRD BANCORP2026-06-302026-08-06100$1,684None
MONTAG A & ASSOCIATES INC2026-06-302026-08-068,500$143,140None
CALDWELL SUTTER CAPITAL, INC.2026-06-302026-08-0643,755$736,834None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0429,514$497,016None
OPPENHEIMER & CO INC2026-06-302026-08-0419,900$335,116None
TSP Capital Management Group, LLC2026-06-302026-08-01276,671$4,659,137None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-30143,906$2,423,380None
Whipplewood Advisors, LLC2026-06-302026-07-281,349$22,717None
BENJAMIN EDWARDS INC2026-06-302026-07-25286,600$4,826,478None
PFG Investments, LLC2026-06-302026-07-2418,218$306,788None
ST GERMAIN D J CO INC2026-06-302026-07-221,459$24,573None
PFS Partners, LLC2026-06-302026-07-211,141$19,215None
Ulland Investment Advisors, LLC2026-06-302026-07-17700$12,000None
Curbstone Financial Management Corp2026-06-302026-07-1547,140$793,838None
Smith Asset Management Co., LLC2026-06-302026-07-1568,007$1,145,238None

90-day public filing window, up to 50 source positions.

Schwallier Wealth Management LLC ↗OSAIC HOLDINGS, INC. ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗BANK OF AMERICA CORP /DE/ ↗Vanguard National Trust Co ↗Sanctuary Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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