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Disclosery

Orgel Wealth Management, LLC: IUSB position timeline

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

Orgel Wealth Management, LLC held 197,945 IUSB 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 197,945 shares
    Change vs previous 13F -3,709 shares

    0.17% of the 13F portfolio, value $9,135,162.

    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 201,654 shares
    Change vs previous 13F -2,068 shares

    0.2% of the 13F portfolio, value $9,314,399.

    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 203,722 shares
    Change vs previous 13F -808 shares

    0.21% of the 13F portfolio, value $9,481,222.

    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 204,530 shares
    Change vs previous 13F +16 shares

    0.22% of the 13F portfolio, value $9,553,597.

    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 204,514 shares
    Change vs previous 13F -12,981 shares

    0.23% of the 13F portfolio, value $9,454,683.

    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 217,495 shares
    Change vs previous 13F -5,870 shares

    0.26% of the 13F portfolio, value $10,022,170.

    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 223,365 shares
    Change vs previous 13F -4,711 shares

    0.26% of the 13F portfolio, value $10,096,098.

    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 228,076 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $10,746,942.

    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).