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Orgel Wealth Management, LLC: IMCG position timeline

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

Orgel Wealth Management, LLC held 284,164 IMCG 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 284,164 shares
    Change vs previous 13F -7,453 shares

    0.53% of the 13F portfolio, value $27,933,322.

    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 291,617 shares
    Change vs previous 13F +380 shares

    0.49% of the 13F portfolio, value $22,970,672.

    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 291,237 shares
    Change vs previous 13F +1,019 shares

    0.51% of the 13F portfolio, value $23,252,363.

    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 290,218 shares
    Change vs previous 13F -5,688 shares

    0.55% of the 13F portfolio, value $24,009,736.

    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 295,906 shares
    Change vs previous 13F -4,152 shares

    0.57% of the 13F portfolio, value $23,740,539.

    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 300,058 shares
    Change vs previous 13F -12,214 shares

    0.56% of the 13F portfolio, value $21,433,143.

    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 312,272 shares
    Change vs previous 13F -10,669 shares

    0.62% of the 13F portfolio, value $23,585,905.

    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 322,941 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $23,565,005.

    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).