BRANDYWINE OAK PRIVATE WEALTH LLC

Position in V — Visa Inc.

CIK 1764694 Kennett Square, PA

Position in V

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

Position Value

$925,313

+$104,127 QoQ

Shares Held

2,697

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#3,029

of 4,501 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. V ranks #2 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	2,821	$1,448,865
2	V	Visa Inc. This page	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	$925,313	2,697	-0.7%	Shares	Sole	2026-07-16
2026-03-31	$821,186	2,717	+2.3%	Shares	Sole	2026-04-20
2025-12-31	$931,836	2,657	-1.2%	Shares	Sole	2026-02-03
2025-09-30	$918,312	2,690	-0.4%	Shares	Sole	2025-10-30
2025-06-30	$958,635	2,700	-2.0%	Shares	Sole	2025-07-24
2025-03-31	$965,517	2,755	0.0%	Shares	Sole	2025-05-07
2024-12-31	$870,690	2,755	+0.5%	Shares	Sole	2025-01-27
2024-09-30	$753,912	2,742	+3.2%	Shares	Sole	2024-11-07
2024-06-30	$697,382	2,657	-4.5%	Shares	Sole	2024-07-30
2024-03-31	$776,121	2,781	-0.5%	Shares	Sole	2024-05-07
2023-12-31	$727,938	2,796	+1.2%	Shares	Sole	2024-02-05
2023-09-30	$635,517	2,763	-29.7%	Shares	Sole	2023-11-14
2023-06-30	$933,771	3,932	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$885,606	3,928	+0.2%	Shares	Sole	2023-05-10
2022-12-31	$814,834	3,922	-35.1%	Shares	Sole	2023-02-06
2022-09-30	$1,073,894	6,045	-13.3%	Shares	Sole	2022-11-14
2022-06-30	$1,373,110	6,974	-5.9%	Shares	Sole	2022-07-22
2022-03-31	$1,644,424	7,415	+0.1%	Shares	Sole	2022-05-02
2021-12-31	$1,605,387	7,408	-5.2%	Shares	Sole	2022-02-07
2021-09-30	$1,740,568	7,814	-2.5%	Shares	Sole	2021-10-18
2021-06-30	$1,874,301	8,016	+49.5%	Shares	Sole	2021-08-09
2021-03-31	$1,135,507	5,363	-2.8%	Shares	Sole	2021-05-06
2020-12-31	$1,206,733	5,517	-1.3%	Shares	Sole	2021-02-08
2020-09-30	$1,117,632	5,589	+5.9%	Shares	Sole	2020-10-16
2020-06-30	$1,019,551	5,278	+11.3%	Shares	Sole	2020-08-06
2020-03-31	$763,869	4,741	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.