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Livermore
Livermore
ZHEN

Brandywine Oak Private Wealth LLC

SEC CIK
0001764694
Latest filing
Jul 16, 2026

DLR holding history

Digital Realty Trust, Inc. 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.

DLR overviewAll 13F holders of DLRFull Q2 2026 holdings

Shares (Q2 2026)
1,667
Value
$299.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DLR by Brandywine Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,667$299.4K<0.1%−86−4.9%ReducedHolders
Q1 20261,753$315.9K<0.1%+47+2.8%AddedHolders
Q4 20251,706$263.9K<0.1%00.0%UnchangedHolders
Q3 20251,706$294.9K<0.1%00.0%UnchangedHolders
Q2 20251,706$297.4K<0.1%−76−4.3%ReducedHolders
Q1 20251,782$255.3K<0.1%−83−4.5%ReducedHolders
Q4 20241,865$330.7K<0.1%−56−2.9%ReducedHolders
Q3 20241,921$310.9K<0.1%−57−2.9%ReducedHolders
Q2 20241,978$300.8K<0.1%−211−9.6%ReducedHolders
Q1 20242,189$315.3K<0.1%+8+0.4%AddedHolders
Q4 20232,181$293.5K<0.1%00.0%UnchangedHolders
Q3 20232,181$263.9K<0.1%−554−20.3%ReducedHolders
Q2 20232,735$311.4K<0.1%−4,911−64.2%ReducedHolders
Q1 20237,646$751.7K0.1%−1,328−14.8%ReducedHolders
Q4 20228,974$899.8K0.1%−2,680−23.0%ReducedHolders
Q3 202211,654$1.16M0.2%−3,407−22.6%ReducedHolders
Q2 202215,061$1.96M0.3%−1,129−7.0%ReducedHolders
Q1 202216,190$2.29M0.3%−982−5.7%ReducedHolders
Q4 202117,172$3.04M0.3%−150−0.9%ReducedHolders
Q3 202117,322$2.50M0.3%+600+3.6%AddedHolders
Q2 202116,722$2.52M0.3%+9,872+144.1%AddedHolders
Q1 20216,850$964.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.