BRANDYWINE OAK PRIVATE WEALTH LLC: SUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRANDYWINE OAK PRIVATE WEALTH LLC on SUB, newest first. How the timeline and the estimate are built.
BRANDYWINE OAK PRIVATE WEALTH LLC held 141,844 SUB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 141,844 sharesChange vs previous 13F -3,506 shares
1.15% of the 13F portfolio, value $15,102,184.
13F-HR 0002085853-26-000759 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 145,350 sharesChange vs previous 13F +8,518 shares
1.3% of the 13F portfolio, value $15,479,752.
13F-HR 0002085853-26-000416 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 136,832 sharesChange vs previous 13F -2,987 shares
1.23% of the 13F portfolio, value $14,599,926.
13F-HR 0002085853-26-000186 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 139,819 sharesChange vs previous 13F -3,514 shares
1.3% of the 13F portfolio, value $14,929,992.
13F-HR 0002085853-25-000193 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 143,333 sharesChange vs previous 13F -3,092 shares
1.41% of the 13F portfolio, value $15,242,261.
13F-HR 0001667731-25-000942 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 146,425 sharesChange vs previous 13F +2,493 shares
1.52% of the 13F portfolio, value $15,462,576.
13F-HR 0001667731-25-000603 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 143,932 sharesChange vs previous 13F +4,239 shares
1.48% of the 13F portfolio, value $15,182,187.
13F-HR 0001667731-25-000134 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 139,693 sharesChange vs previous 13F not available
1.44% of the 13F portfolio, value $14,834,375.
13F-HR 0001764694-24-000005 filed by BRANDYWINE OAK PRIVATE WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).