Skip to content
Disclosery

BRANDYWINE OAK PRIVATE WEALTH LLC: ISTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRANDYWINE OAK PRIVATE WEALTH LLC on ISTB, newest first. How the timeline and the estimate are built.

BRANDYWINE OAK PRIVATE WEALTH LLC held 4,391 ISTB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,391 shares
    Change vs previous 13F +198 shares

    0.02% of the 13F portfolio, value $211,844.

    13F-HR 0002085853-26-000759 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,193 shares
    Change vs previous 13F +4,193 shares

    0.02% of the 13F portfolio, value $203,172.

    13F-HR 0002085853-26-000416 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -4,134 shares

    13F-HR 0001667731-25-000134 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-09-30
    13F 4,134 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,244.

    13F-HR 0001764694-24-000005 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).