BRANDYWINE OAK PRIVATE WEALTH LLC

Position in MA — Mastercard Inc

CIK 1764694 Kennett Square, PA

Position in MA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,448,865

+$28,832 QoQ

Shares Held

2,821

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#1,821

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BRANDYWINE OAK PRIVATE WEALTH LLC holds $3,024,612 across 4 Credit Services names. MA ranks #1 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	2,821	$1,448,865
2	V	Visa Inc.	2,697	$925,313
3	AXP	American Express Co	1,229	$415,709
4	COF	Capital One Financial Corp	1,170	$234,725

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,448,865	2,821	-0.7%	Shares	Sole	2026-07-16
2026-03-31	$1,420,033	2,842	+0.7%	Shares	Sole	2026-04-20
2025-12-31	$1,611,023	2,822	0.0%	Shares	Sole	2026-02-03
2025-09-30	$1,605,181	2,822	-0.4%	Shares	Sole	2025-10-30
2025-06-30	$1,591,976	2,833	-5.1%	Shares	Sole	2025-07-24
2025-03-31	$1,635,590	2,984	0.0%	Shares	Sole	2025-05-07
2024-12-31	$1,571,284	2,984	+1.4%	Shares	Sole	2025-01-27
2024-09-30	$1,453,747	2,944	0.0%	Shares	Sole	2024-11-07
2024-06-30	$1,298,775	2,944	-2.8%	Shares	Sole	2024-07-30
2024-03-31	$1,458,675	3,029	0.0%	Shares	Sole	2024-05-07
2023-12-31	$1,291,898	3,029	-0.9%	Shares	Sole	2024-02-05
2023-09-30	$1,209,900	3,056	-10.6%	Shares	Sole	2023-11-14
2023-06-30	$1,343,906	3,417	-0.5%	Shares	Sole	2023-08-11
2023-03-31	$1,247,949	3,434	-1.7%	Shares	Sole	2023-05-10
2022-12-31	$1,214,968	3,494	-4.9%	Shares	Sole	2023-02-06
2022-09-30	$1,044,380	3,673	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$1,165,698	3,695	+0.7%	Shares	Sole	2022-07-22
2022-03-31	$1,311,584	3,670	+6.3%	Shares	Sole	2022-05-02
2021-12-31	$1,240,731	3,453	+6.5%	Shares	Sole	2022-02-07
2021-09-30	$1,127,178	3,242	+0.9%	Shares	Sole	2021-10-18
2021-06-30	$1,172,669	3,212	+285.1%	Shares	Sole	2021-08-09
2021-03-31	$296,945	834	-0.7%	Shares	Sole	2021-05-06
2020-12-31	$299,829	840	-0.5%	Shares	Sole	2021-02-08
2020-09-30	$285,415	844	-7.9%	Shares	Sole	2020-10-16
2020-06-30	$270,861	916	-17.1%	Shares	Sole	2020-08-06
2020-03-31	$266,923	1,105	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.