Brandywine Oak Private Wealth LLC

SEC CIK: 0001764694
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

DOW holding history

Dow 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.

DOW overview All 13F holders of DOW Full Q2 2026 holdings

Shares (Q2 2026): 34,071
Value: $932.2K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DOW by Brandywine Oak Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	34,071	$932.2K	0.1%	+554+1.7%	Added	Holders
Q1 2026	33,517	$1.40M	0.1%	−6,118−15.4%	Reduced	Holders
Q4 2025	39,635	$926.7K	0.1%	+3,060+8.4%	Added	Holders
Q3 2025	36,575	$838.7K	0.1%	−746−2.0%	Reduced	Holders
Q2 2025	37,321	$988.3K	0.1%	−2,546−6.4%	Reduced	Holders
Q1 2025	39,867	$1.39M	0.1%	−1,797−4.3%	Reduced	Holders
Q4 2024	41,664	$1.67M	0.2%	−2,600−5.9%	Reduced	Holders
Q3 2024	44,264	$2.42M	0.2%	+162+0.4%	Added	Holders
Q2 2024	44,102	$2.34M	0.2%	−1,024−2.3%	Reduced	Holders
Q1 2024	45,126	$2.61M	0.3%	−3,165−6.6%	Reduced	Holders
Q4 2023	48,291	$2.65M	0.3%	−362−0.7%	Reduced	Holders
Q3 2023	48,653	$2.51M	0.3%	−1,649−3.3%	Reduced	Holders
Q2 2023	50,302	$2.68M	0.3%	−949−1.9%	Reduced	Holders
Q1 2023	51,251	$2.81M	0.3%	+210.0%	Added	Holders
Q4 2022	51,230	$2.58M	0.3%	−11,934−18.9%	Reduced	Holders
Q3 2022	63,164	$2.77M	0.4%	+237+0.4%	Added	Holders
Q2 2022	62,927	$3.25M	0.4%	+180.0%	Added	Holders
Q1 2022	62,909	$4.01M	0.5%	+4,951+8.5%	Added	Holders
Q4 2021	57,958	$3.29M	0.4%	+714+1.2%	Added	Holders
Q3 2021	57,244	$3.29M	0.4%	−1,464−2.5%	Reduced	Holders
Q2 2021	58,708	$3.71M	0.4%	+766+1.3%	Added	Holders
Q1 2021	57,942	$3.70M	0.5%	–	–	Holders

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