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BRANDYWINE OAK PRIVATE WEALTH LLC: VTV position timeline

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

BRANDYWINE OAK PRIVATE WEALTH LLC held 691,901 VTV 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 691,901 shares
    Change vs previous 13F -8,269 shares

    11.44% of the 13F portfolio, value $150,785,368.

    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 700,170 shares
    Change vs previous 13F -3,467 shares

    11.55% of the 13F portfolio, value $137,372,964.

    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 703,637 shares
    Change vs previous 13F +15,858 shares

    11.28% of the 13F portfolio, value $134,386,930.

    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 687,779 shares
    Change vs previous 13F +15,269 shares

    11.15% of the 13F portfolio, value $128,263,558.

    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 672,510 shares
    Change vs previous 13F +16,969 shares

    11.01% of the 13F portfolio, value $118,858,621.

    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 655,541 shares
    Change vs previous 13F +6,042 shares

    11.11% of the 13F portfolio, value $113,237,630.

    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 649,499 shares
    Change vs previous 13F +8,570 shares

    10.75% of the 13F portfolio, value $109,960,209.

    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 640,929 shares
    Change vs previous 13F not available

    10.84% of the 13F portfolio, value $111,886,959.

    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).