BRANDYWINE OAK PRIVATE WEALTH LLC
Position in GS — Goldman Sachs Group Inc
CIK 1764694
Kennett Square, PA
Position in GS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,146,893
+$178,235 QoQ
Shares Held
1,134
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,643
of 3,125 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $6,306,503 across 3 Capital Markets names. GS ranks #2 (18.2% of the industry book) .
All Filings in GS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,893 | 1,134 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $968,658 | 1,145 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $998,544 | 1,136 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $893,504 | 1,122 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $793,387 | 1,121 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $620,039 | 1,135 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $654,504 | 1,143 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $518,380 | 1,047 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $469,055 | 1,037 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $422,702 | 1,012 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $398,114 | 1,032 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $327,776 | 1,013 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $323,185 | 1,002 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $384,027 | 1,174 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $414,459 | 1,207 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $403,529 | 1,377 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $418,501 | 1,409 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $480,955 | 1,457 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $490,429 | 1,282 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $443,051 | 1,172 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $368,903 | 972 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $242,634 | 742 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||