Brandywine Oak Private Wealth Llc

Business address
500 Old Forge Lane, Suite 501, Kennett Square, PA, 19348
Top securities (13F)
SCHF, VTV, VUG, VCIT, VGIT, VWO, AAPL, IEFA, SPYV, SPYG, SLYV, VGT, GLDM, SCHO, REET, BAR, SUB, NVDA, MSFT, and VTEB
State of incorporation
DE
Fiscal year end
31 December
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Brandywine Oak Private Wealth Llc has filed 30 SEC EDGAR filings since 14 Feb 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 30 Oct 2025 30 Sep 2025 028-19207
N-PX Open Document Open Filing 20 Aug 2025 30 Jun 2025 028-19207
13F-HR Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-19207
13F-HR Open Document Open Filing 07 May 2025 31 Mar 2025 028-19207
13F-HR Open Document Open Filing 27 Jan 2025 31 Dec 2024 028-19207
13F-HR Open Document Open Filing 07 Nov 2024 30 Sep 2024 028-19207
N-PX Open Document Open Filing 16 Aug 2024 30 Jun 2024 028-19207
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-19207
13F-HR Open Document Open Filing 07 May 2024 31 Mar 2024 028-19207
13F-HR Open Document Open Filing 05 Feb 2024 31 Dec 2023 028-19207
13F-HR Open Document Open Filing 14 Nov 2023 30 Sep 2023 028-19207
13F-HR Open Document Open Filing 11 Aug 2023 30 Jun 2023 028-19207
13F-HR Open Document Open Filing 10 May 2023 31 Mar 2023 028-19207
13F-HR Open Document Open Filing 06 Feb 2023 31 Dec 2022 028-19207
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-19207
13F-HR Open Document Open Filing 22 Jul 2022 30 Jun 2022 028-19207
13F-HR Open Document Open Filing 02 May 2022 31 Mar 2022 028-19207
13F-HR Open Document Open Filing 07 Feb 2022 31 Dec 2021 028-19207
13F-HR Open Document Open Filing 18 Oct 2021 30 Sep 2021 028-19207
13F-HR Open Document Open Filing 09 Aug 2021 30 Jun 2021 028-19207
13F-HR Open Document Open Filing 06 May 2021 31 Mar 2021 028-19207
13F-HR Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-19207
13F-HR Open Document Open Filing 16 Oct 2020 30 Sep 2020 028-19207
13F-HR Open Document Open Filing 06 Aug 2020 30 Jun 2020 028-19207
13F-HR Open Document Open Filing 06 May 2020 31 Mar 2020 028-19207
13F-HR Open Document Open Filing 28 Jan 2020 31 Dec 2019 028-19207
13F-HR Open Document Open Filing 30 Oct 2019 30 Sep 2019 028-19207
13F-HR Open Document Open Filing 22 Jul 2019 30 Jun 2019 028-19207
13F-HR Open Document Open Filing 09 May 2019 31 Mar 2019 028-19207
13F-HR Open Document Open Filing 14 Feb 2019 31 Dec 2018 028-19207