BRANDYWINE OAK PRIVATE WEALTH LLC

Position in MS — Morgan Stanley

CIK 1764694 Kennett Square, PA

Position in MS

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

Position Value

$556,046

+$120,101 QoQ

Shares Held

2,660

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,725

of 2,723 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BRANDYWINE OAK PRIVATE WEALTH LLC holds $6,306,503 across 3 Capital Markets names. MS ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	65,982	$4,603,564
2	GS	Goldman Sachs Group Inc	1,134	$1,146,893
3	MS	Morgan Stanley This page	2,660	$556,046

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$556,046	2,660	+0.4%	Shares	Sole	2026-07-16
2026-03-31	$435,945	2,649	-3.4%	Shares	Sole	2026-04-20
2025-12-31	$486,787	2,742	+1.8%	Shares	Sole	2026-02-03
2025-09-30	$428,079	2,693	0.0%	Shares	Sole	2025-10-30
2025-06-30	$379,335	2,693	-0.5%	Shares	Sole	2025-07-24
2025-03-31	$315,825	2,707	0.0%	Shares	Sole	2025-05-07
2024-12-31	$340,324	2,707	+3.1%	Shares	Sole	2025-01-27
2024-09-30	$273,734	2,626	-0.1%	Shares	Sole	2024-11-07
2024-06-30	$255,415	2,628	0.0%	Shares	Sole	2024-07-30
2024-03-31	$247,452	2,628	0.0%	Shares	Sole	2024-05-07
2023-12-31	$245,061	2,628	0.0%	Shares	Sole	2024-02-05
2023-09-30	$214,628	2,628	0.0%	Shares	Sole	2023-11-14
2023-06-30	$224,431	2,628	+4.7%	Shares	Sole	2023-08-11
2023-03-31	$220,465	2,511	0.0%	Shares	Sole	2023-05-10
2022-12-31	$213,485	2,511	0.0%	Shares	Sole	2023-02-06
2022-03-31	$219,461	2,511	0.0%	Shares	Sole	2022-05-02
2021-12-31	$246,479	2,511	0.0%	Shares	Sole	2022-02-07
2021-09-30	$244,345	2,511	+0.2%	Shares	Sole	2021-10-18
2021-06-30	$229,866	2,507	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.