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BRANDYWINE OAK PRIVATE WEALTH LLC: SCHG position timeline

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

BRANDYWINE OAK PRIVATE WEALTH LLC held 137,636 SCHG 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 137,636 shares
    Change vs previous 13F +3,660 shares

    0.35% of the 13F portfolio, value $4,657,597.

    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 133,976 shares
    Change vs previous 13F -480 shares

    0.33% of the 13F portfolio, value $3,902,714.

    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 ended2025-12-31
    13F 134,456 shares
    Change vs previous 13F +1,211 shares

    0.37% of the 13F portfolio, value $4,385,949.

    13F-HR 0002085853-26-000186 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).

  4. period ended2025-09-30
    13F 133,245 shares
    Change vs previous 13F +4,988 shares

    0.37% of the 13F portfolio, value $4,251,843.

    13F-HR 0002085853-25-000193 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).

  5. period ended2025-06-30
    13F 128,257 shares
    Change vs previous 13F +787 shares

    0.35% of the 13F portfolio, value $3,746,381.

    13F-HR 0001667731-25-000942 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).

  6. period ended2025-03-31
    13F 127,470 shares
    Change vs previous 13F -3,800 shares

    0.31% of the 13F portfolio, value $3,191,844.

    13F-HR 0001667731-25-000603 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).

  7. period ended2024-12-31
    13F 131,270 shares
    Change vs previous 13F +98,453 shares

    0.36% of the 13F portfolio, value $3,658,491.

    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).

  8. period ended2024-09-30
    13F 32,817 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,418,922.

    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).