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Orgel Wealth Management, LLC: FQAL position timeline

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

Orgel Wealth Management, LLC held 885,647 FQAL 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 885,647 shares
    Change vs previous 13F -14,441 shares

    1.37% of the 13F portfolio, value $72,056,949.

    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 900,088 shares
    Change vs previous 13F -9,498 shares

    1.41% of the 13F portfolio, value $65,346,389.

    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 909,586 shares
    Change vs previous 13F -22,691 shares

    1.52% of the 13F portfolio, value $68,755,606.

    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 932,277 shares
    Change vs previous 13F -18,761 shares

    1.59% of the 13F portfolio, value $69,659,738.

    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 951,038 shares
    Change vs previous 13F +6,648 shares

    1.6% of the 13F portfolio, value $66,220,776.

    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 944,390 shares
    Change vs previous 13F -20,383 shares

    1.57% of the 13F portfolio, value $60,592,063.

    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 964,773 shares
    Change vs previous 13F -19,892 shares

    1.65% of the 13F portfolio, value $63,125,098.

    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 984,665 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $63,904,743.

    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).