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Orgel Wealth Management, LLC: FLQM position timeline

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

Orgel Wealth Management, LLC held 54,702 FLQM 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 54,702 shares
    Change vs previous 13F -1,741,937 shares

    0.06% of the 13F portfolio, value $3,166,426.

    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 1,796,639 shares
    Change vs previous 13F +285,800 shares

    2.13% of the 13F portfolio, value $98,689,360.

    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 1,510,839 shares
    Change vs previous 13F +107,072 shares

    1.88% of the 13F portfolio, value $84,999,829.

    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 1,403,767 shares
    Change vs previous 13F +63,528 shares

    1.81% of the 13F portfolio, value $79,242,675.

    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 1,340,239 shares
    Change vs previous 13F -138,603 shares

    1.75% of the 13F portfolio, value $72,788,406.

    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 1,478,842 shares
    Change vs previous 13F -58,508 shares

    2.04% of the 13F portfolio, value $78,393,440.

    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 1,537,350 shares
    Change vs previous 13F +958,040 shares

    2.18% of the 13F portfolio, value $83,493,505.

    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 579,310 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $32,267,595.

    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).