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Brandywine Oak Private Wealth LLC

SEC CIK
0001764694
Latest filing
Jul 16, 2026

EXC holding history

Exelon Corp 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.

EXC overviewAll 13F holders of EXCFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of EXC by Brandywine Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−15,870−100.0%Sold outHolders
Q2 202315,870$646.6K0.1%00.0%UnchangedHolders
Q1 202315,870$664.8K0.1%−114−0.7%ReducedHolders
Q4 202215,984$691.0K0.1%−15−0.1%ReducedHolders
Q3 202215,999$599.0K0.1%+10.0%AddedHolders
Q2 202215,998$725.0K0.1%+646+4.2%AddedHolders
Q1 202215,352$731.0K0.1%+10.0%AddedHolders
Q4 202115,351$886.0K0.1%00.0%UnchangedHolders
Q3 202115,351$742.0K0.1%−354−2.3%ReducedHolders
Q2 202115,705$695.0K0.1%+10.0%AddedHolders
Q1 202115,704$686.0K0.1%––Holders

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