Brandywine Oak Private Wealth LLC

SEC CIK: 0001764694
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

PSA holding history

Public Storage 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.

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

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of PSA by Brandywine Oak Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−1,042−100.0%	Sold out	Holders
Q3 2021	1,042	$308.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	1,042	$313.0K	<0.1%	+1,042	New	Holders