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Orgel Wealth Management, LLC: IVV position timeline

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

Orgel Wealth Management, LLC held 646,536 IVV 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 646,536 shares
    Change vs previous 13F +36,898 shares

    9.18% of the 13F portfolio, value $484,184,409.

    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 609,638 shares
    Change vs previous 13F +52,351 shares

    8.58% of the 13F portfolio, value $398,221,353.

    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 557,287 shares
    Change vs previous 13F +9,889 shares

    8.42% of the 13F portfolio, value $381,708,045.

    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 547,398 shares
    Change vs previous 13F +13,615 shares

    8.36% of the 13F portfolio, value $366,373,380.

    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 533,783 shares
    Change vs previous 13F +46,385 shares

    7.99% of the 13F portfolio, value $331,425,771.

    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 487,398 shares
    Change vs previous 13F +32,248 shares

    7.11% of the 13F portfolio, value $273,868,977.

    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 455,150 shares
    Change vs previous 13F +29,085 shares

    6.99% of the 13F portfolio, value $267,937,745.

    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 426,065 shares
    Change vs previous 13F not available

    6.15% of the 13F portfolio, value $245,762,662.

    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).