Orgel Wealth Management, LLC: FDMO position timeline

Orgel Wealth Management, LLC held 6,843 FDMO 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 6,843 shares

   Change vs previous 13F -605 shares

   0.01% of the 13F portfolio, value $674,515.

   13F-HR 0001658535-26-000004 filed by Orgel Wealth Management, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,448 shares

   Change vs previous 13F -1,513 shares

   0.01% of the 13F portfolio, value $596,585.

   13F-HR 0001658535-26-000003 filed by Orgel Wealth Management, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 8,961 shares

   Change vs previous 13F -147 shares

   0.02% of the 13F portfolio, value $752,366.

   13F-HR 0001658535-26-000001 filed by Orgel Wealth Management, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 9,108 shares

   Change vs previous 13F +277 shares

   0.02% of the 13F portfolio, value $757,513.

   13F-HR 0001658535-25-000008 filed by Orgel Wealth Management, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 8,831 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $669,920.

   13F-HR 0001658535-25-000005 filed by Orgel Wealth Management, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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