Schwallier Wealth Management LLC
Holdings in MPV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $714,843 | 44,987 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $906,488 | 44,987 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $904,688 | 44,987 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $778,205 | 44,141 | Shares | Sole | 2025-08-14 |
| 2024-12-31 | $734,442 | 42,975 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $712,259 | 42,046 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $679,434 | 41,128 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $649,071 | 40,265 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $614,577 | 39,396 | Shares | Sole | 2024-02-14 |