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Orgel Wealth Management, LLC: IEFA position timeline

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

Orgel Wealth Management, LLC held 706,882 IEFA 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 706,882 shares
    Change vs previous 13F +4,486 shares

    1.29% of the 13F portfolio, value $68,270,664.

    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 702,396 shares
    Change vs previous 13F -21,180 shares

    1.37% of the 13F portfolio, value $63,587,910.

    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 723,576 shares
    Change vs previous 13F -1,911 shares

    1.43% of the 13F portfolio, value $64,731,109.

    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 725,487 shares
    Change vs previous 13F -4,893 shares

    1.44% of the 13F portfolio, value $63,342,270.

    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 730,380 shares
    Change vs previous 13F -3,551 shares

    1.47% of the 13F portfolio, value $60,972,123.

    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 733,931 shares
    Change vs previous 13F -1,570 shares

    1.44% of the 13F portfolio, value $55,521,881.

    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 735,501 shares
    Change vs previous 13F +23,347 shares

    1.35% of the 13F portfolio, value $51,691,011.

    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 712,154 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $55,583,620.

    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).