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BRANDYWINE OAK PRIVATE WEALTH LLC: SPYV position timeline

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

BRANDYWINE OAK PRIVATE WEALTH LLC held 565,753 SPYV 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 565,753 shares
    Change vs previous 13F +5,577 shares

    2.61% of the 13F portfolio, value $34,392,111.

    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 560,176 shares
    Change vs previous 13F +18,519 shares

    2.66% of the 13F portfolio, value $31,694,701.

    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 541,657 shares
    Change vs previous 13F +19,751 shares

    2.58% of the 13F portfolio, value $30,771,397.

    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 521,906 shares
    Change vs previous 13F +2,069 shares

    2.51% of the 13F portfolio, value $28,876,978.

    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 519,837 shares
    Change vs previous 13F -26,772 shares

    2.52% of the 13F portfolio, value $27,208,193.

    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 546,609 shares
    Change vs previous 13F +20,141 shares

    2.74% of the 13F portfolio, value $27,915,229.

    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 526,468 shares
    Change vs previous 13F +15,307 shares

    2.63% of the 13F portfolio, value $26,923,443.

    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 511,161 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $27,019,776.

    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).