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Orgel Wealth Management, LLC: ESGD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orgel Wealth Management, LLC on ESGD, newest first. How the timeline and the estimate are built.

Orgel Wealth Management, LLC held 90,566 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,566 shares
    Change vs previous 13F -119 shares

    0.18% of the 13F portfolio, value $9,311,091.

    13F-HR 0001658535-26-000004 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 90,685 shares
    Change vs previous 13F +32,767 shares

    0.19% of the 13F portfolio, value $8,671,300.

    13F-HR 0001658535-26-000003 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 57,918 shares
    Change vs previous 13F -51 shares

    0.12% of the 13F portfolio, value $5,507,423.

    13F-HR 0001658535-26-000001 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 57,969 shares
    Change vs previous 13F +98 shares

    0.12% of the 13F portfolio, value $5,389,958.

    13F-HR 0001658535-25-000008 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 57,871 shares
    Change vs previous 13F -41,881 shares

    0.12% of the 13F portfolio, value $5,163,251.

    13F-HR 0001658535-25-000005 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 99,752 shares
    Change vs previous 13F -14,038 shares

    0.21% of the 13F portfolio, value $8,148,741.

    13F-HR 0001658535-25-000004 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 113,790 shares
    Change vs previous 13F +6,860 shares

    0.23% of the 13F portfolio, value $8,663,971.

    13F-HR 0001658535-25-000001 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 106,930 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $9,000,299.

    13F-HR 0001658535-24-000008 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).