Brandywine Oak Private Wealth LLC

SEC CIK: 0001764694
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble Co 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.

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

Shares (Q2 2026): 18,387
Value: $2.70M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of PG by Brandywine Oak Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,387	$2.70M	0.2%	−471−2.5%	Reduced	Holders
Q1 2026	18,858	$2.72M	0.2%	+415+2.3%	Added	Holders
Q4 2025	18,443	$2.64M	0.2%	−66−0.4%	Reduced	Holders
Q3 2025	18,509	$2.84M	0.2%	+14+0.1%	Added	Holders
Q2 2025	18,495	$2.95M	0.3%	−458−2.4%	Reduced	Holders
Q1 2025	18,953	$3.23M	0.3%	−12−0.1%	Reduced	Holders
Q4 2024	18,965	$3.18M	0.3%	−19−0.1%	Reduced	Holders
Q3 2024	18,984	$3.29M	0.3%	+63+0.3%	Added	Holders
Q2 2024	18,921	$3.12M	0.3%	−439−2.3%	Reduced	Holders
Q1 2024	19,360	$3.14M	0.3%	−201−1.0%	Reduced	Holders
Q4 2023	19,561	$2.87M	0.3%	−145−0.7%	Reduced	Holders
Q3 2023	19,706	$2.87M	0.3%	−1,165−5.6%	Reduced	Holders
Q2 2023	20,871	$3.17M	0.4%	−1,459−6.5%	Reduced	Holders
Q1 2023	22,330	$3.32M	0.4%	+518+2.4%	Added	Holders
Q4 2022	21,812	$3.31M	0.4%	−3,124−12.5%	Reduced	Holders
Q3 2022	24,936	$3.15M	0.4%	−300−1.2%	Reduced	Holders
Q2 2022	25,236	$3.63M	0.5%	−942−3.6%	Reduced	Holders
Q1 2022	26,178	$4.00M	0.5%	+448+1.7%	Added	Holders
Q4 2021	25,730	$4.23M	0.5%	+1,319+5.4%	Added	Holders
Q3 2021	24,411	$3.41M	0.4%	+918+3.9%	Added	Holders
Q2 2021	23,493	$3.17M	0.4%	+7,774+49.5%	Added	Holders
Q1 2021	15,719	$2.13M	0.3%	–	–	Holders

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