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Livermore
Livermore
ZHEN

Brandywine Oak Private Wealth LLC

SEC CIK
0001764694
Latest filing
Jul 16, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
2,697
Value
$925.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of V by Brandywine Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,697$925.3K0.1%−20−0.7%ReducedHolders
Q1 20262,717$821.0K0.1%+60+2.3%AddedHolders
Q4 20252,657$931.7K0.1%−33−1.2%ReducedHolders
Q3 20252,690$918.2K0.1%−10−0.4%ReducedHolders
Q2 20252,700$958.5K0.1%−55−2.0%ReducedHolders
Q1 20252,755$965.4K0.1%00.0%UnchangedHolders
Q4 20242,755$870.5K0.1%+13+0.5%AddedHolders
Q3 20242,742$753.9K0.1%+85+3.2%AddedHolders
Q2 20242,657$697.4K0.1%−124−4.5%ReducedHolders
Q1 20242,781$776.1K0.1%−15−0.5%ReducedHolders
Q4 20232,796$727.9K0.1%+33+1.2%AddedHolders
Q3 20232,763$635.5K0.1%−1,169−29.7%ReducedHolders
Q2 20233,932$933.8K0.1%+4+0.1%AddedHolders
Q1 20233,928$885.6K0.1%+6+0.2%AddedHolders
Q4 20223,922$814.8K0.1%−2,123−35.1%ReducedHolders
Q3 20226,045$1.07M0.1%−929−13.3%ReducedHolders
Q2 20226,974$1.37M0.2%−441−5.9%ReducedHolders
Q1 20227,415$1.64M0.2%+7+0.1%AddedHolders
Q4 20217,408$1.60M0.2%−406−5.2%ReducedHolders
Q3 20217,814$1.74M0.2%−202−2.5%ReducedHolders
Q2 20218,016$1.87M0.2%+2,653+49.5%AddedHolders
Q1 20215,363$1.14M0.2%––Holders

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