Brandywine Oak Private Wealth LLC
- SEC CIK
- 0001764694
- Latest filing
- Jul 16, 2026
MMD holding history
NYLI MacKay DefinedTerm Muni Opportunities Fund 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.
MMD overviewAll 13F holders of MMDFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 19
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −20,000−100.0% | Sold out | Holders |
| Q4 2025 | 20,000 | $297.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 20,000 | $302.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 20,000 | $295.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 20,000 | $301.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 20,000 | $298.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 20,000 | $337.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 20,000 | $331.6K | <0.1% | +6,000+42.9% | Added | Holders |
| Q1 2024 | 14,000 | $228.9K | <0.1% | −400−2.8% | Reduced | Holders |
| Q4 2023 | 14,400 | $234.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 14,400 | $229.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 14,400 | $245.8K | <0.1% | +1,500+11.6% | Added | Holders |
| Q1 2023 | 12,900 | $224.2K | <0.1% | −3,750−22.5% | Reduced | Holders |
| Q4 2022 | 16,650 | $267.4K | <0.1% | −500−2.9% | Reduced | Holders |
| Q3 2022 | 17,150 | $267.0K | <0.1% | −16,300−48.7% | Reduced | Holders |
| Q2 2022 | 33,450 | $606.0K | 0.1% | −41,800−55.5% | Reduced | Holders |
| Q1 2022 | 75,250 | $1.41M | 0.2% | −20,893−21.7% | Reduced | Holders |
| Q4 2021 | 96,143 | $2.09M | 0.2% | +5,022+5.5% | Added | Holders |
| Q3 2021 | 91,121 | $2.00M | 0.2% | +10,536+13.1% | Added | Holders |
| Q2 2021 | 80,585 | $1.80M | 0.2% | +80,585 | New | Holders |