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Orgel Wealth Management, LLC: IMCV position timeline

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

Orgel Wealth Management, LLC held 341,915 IMCV 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 341,915 shares
    Change vs previous 13F -912 shares

    0.59% of the 13F portfolio, value $31,243,339.

    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 342,827 shares
    Change vs previous 13F -15,389 shares

    0.63% of the 13F portfolio, value $29,066,862.

    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 358,216 shares
    Change vs previous 13F -1,979 shares

    0.65% of the 13F portfolio, value $29,494,861.

    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 360,195 shares
    Change vs previous 13F +218 shares

    0.66% of the 13F portfolio, value $28,941,849.

    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 359,977 shares
    Change vs previous 13F +19,452 shares

    0.66% of the 13F portfolio, value $27,351,053.

    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 340,525 shares
    Change vs previous 13F -2,837 shares

    0.66% of the 13F portfolio, value $25,263,550.

    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 343,362 shares
    Change vs previous 13F -1,596 shares

    0.67% of the 13F portfolio, value $25,498,063.

    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 344,958 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $26,437,582.

    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).