BRANDYWINE OAK PRIVATE WEALTH LLC LWLG — LIGHTWAVE LOGIC INC COM

Ownership history in BRANDYWINE OAK PRIVATE WEALTH LLC  ·  16 quarters on record

AI Ownership Summary

BRANDYWINE OAK PRIVATE WEALTH LLC reported LIGHTWAVE LOGIC INC COM (LWLG) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows LWLG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LWLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRANDYWINE OAK PRIVATE WEALTH LLC's position in LIGHTWAVE LOGIC INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LWLG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LWLG stock page BRANDYWINE OAK PRIVATE WEALTH LLC fund profile BRANDYWINE OAK PRIVATE WEALTH LLC full holdings
How BRANDYWINE OAK PRIVATE WEALTH LLC held LWLG — position size vs. price
% of Fund (quarterly)    LWLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 10,775 — 0% 0.01% $76K 2026-04-20 $14.18
2025 Q3 UNCHANGED — — — 10,775 — 0% 0.00% $40K 2025-10-30 $4.58
2025 Q2 UNCHANGED — — — 10,775 — 0% 0.00% $13K 2025-07-24 $2.68
2025 Q1 REDUCED 72.9% +21.6% ❌ 10,775 -29,000 -72.9% 0.00% $11K 2025-05-07 $0.86
2024 Q2 REDUCED 33.5% -7.7% ✅ 39,775 -20,000 -33.5% 0.01% $119K 2024-07-30 $3.41
2024 Q1 ADDED — — — 59,775 +23,750 +65.9% 0.03% $280K 2024-05-07 $4.17
2023 Q4 REDUCED 40.7% -5.6% ✅ 36,025 -24,749 -40.7% 0.02% $179K 2024-02-05 $4.44
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LWLG

As of 2026 Q1 — sorted by position size

Cannon Global Investment Management, LLC 3Y 0.76% PTM WEALTH MANAGEMENT, LLC 0.42% SLT Holdings LLC 0.25% Solidarity Wealth, LLC 3Y 0.1% Clearwave Capital, LLC 0.06% Bernardo Wealth Planning LLC 3Y 7Y 0.01% AssuredPartners Investment Advisors, LLC 0.01% HOHIMER WEALTH MANAGEMENT, LLC 3Y 0.01% BIP Wealth, LLC 0.01% Kestra Advisory Services, LLC 3Y 0.01%

FAQ About BRANDYWINE OAK PRIVATE WEALTH LLC and LWLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRANDYWINE OAK PRIVATE WEALTH LLC reported owning LWLG?

BRANDYWINE OAK PRIVATE WEALTH LLC reported LWLG across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LWLG position in BRANDYWINE OAK PRIVATE WEALTH LLC's portfolio?

The largest reported portfolio weight for LWLG was 0.03% in 2024 Q1.

What is the latest reported LWLG position on this page?

The most recent filing on this page is 2026 Q1, when BRANDYWINE OAK PRIVATE WEALTH LLC reported 10,775 shares, equal to 0.01% of portfolio, with an estimated market value of $76K.

What does the chart on this LWLG ownership page compare?

The chart compares BRANDYWINE OAK PRIVATE WEALTH LLC's quarterly LWLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRANDYWINE OAK PRIVATE WEALTH LLC time their LWLG position?

Based on 13F filing dates vs. subsequent LWLG price moves, BRANDYWINE OAK PRIVATE WEALTH LLC correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on LWLG relative to SPY over the holding period was +43.3%.

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