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Orgel Wealth Management, LLC: IEMG position timeline

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

Orgel Wealth Management, LLC held 309,975 IEMG 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 309,975 shares
    Change vs previous 13F +3,435 shares

    0.49% of the 13F portfolio, value $25,678,329.

    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 306,540 shares
    Change vs previous 13F -13,695 shares

    0.46% of the 13F portfolio, value $21,381,165.

    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 320,235 shares
    Change vs previous 13F -13,976 shares

    0.47% of the 13F portfolio, value $21,526,197.

    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 334,211 shares
    Change vs previous 13F -8,720 shares

    0.5% of the 13F portfolio, value $22,031,190.

    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 342,931 shares
    Change vs previous 13F +4,588 shares

    0.5% of the 13F portfolio, value $20,586,148.

    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 338,343 shares
    Change vs previous 13F +2,127 shares

    0.47% of the 13F portfolio, value $18,260,372.

    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 336,216 shares
    Change vs previous 13F +3,752 shares

    0.46% of the 13F portfolio, value $17,557,200.

    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 332,464 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $19,086,759.

    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).