Skip to main content

Brandywine Oak Private Wealth LLC

SEC CIK
0001764694
Latest filing
Jul 16, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Brandywine Oak Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2021
Holdings of DIA by Brandywine Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−619−100.0%Sold outHolders
Q4 2022619$205.2K<0.1%+619NewHolders
Q2 20220$00.0%−615−100.0%Sold outHolders
Q1 2022615$213.0K<0.1%+1+0.2%AddedHolders
Q4 2021614$223.0K<0.1%+1+0.2%AddedHolders
Q3 2021613$207.0K<0.1%+1+0.2%AddedHolders
Q2 2021612$211.0K<0.1%+612NewHolders