Skip to content
Disclosery

Orgel Wealth Management, LLC: ESGV position timeline

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

Orgel Wealth Management, LLC held 143,189 ESGV 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 143,189 shares
    Change vs previous 13F +5,054 shares

    0.36% of the 13F portfolio, value $18,935,314.

    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 138,135 shares
    Change vs previous 13F +10,246 shares

    0.33% of the 13F portfolio, value $15,508,417.

    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 127,889 shares
    Change vs previous 13F -4 shares

    0.34% of the 13F portfolio, value $15,469,454.

    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 127,893 shares
    Change vs previous 13F -76 shares

    0.35% of the 13F portfolio, value $15,147,647.

    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 127,969 shares
    Change vs previous 13F -9,843 shares

    0.34% of the 13F portfolio, value $14,030,522.

    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 137,812 shares
    Change vs previous 13F -66,963 shares

    0.35% of the 13F portfolio, value $13,498,686.

    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 204,775 shares
    Change vs previous 13F -917 shares

    0.56% of the 13F portfolio, value $21,478,850.

    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 205,692 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $20,908,592.

    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).