Orgel Wealth Management, LLC: JEPI position timeline

Orgel Wealth Management, LLC held 24,209 JEPI 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 24,209 shares

   Change vs previous 13F +11,569 shares

   0.03% of the 13F portfolio, value $1,367,325.

   13F-HR 0001658535-26-000004 filed by Orgel Wealth Management, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 12,640 shares

   Change vs previous 13F +5,579 shares

   0.02% of the 13F portfolio, value $716,436.

   13F-HR 0001658535-26-000003 filed by Orgel Wealth Management, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 7,061 shares

   Change vs previous 13F +1,169 shares

   0.01% of the 13F portfolio, value $404,172.

   13F-HR 0001658535-26-000001 filed by Orgel Wealth Management, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 5,892 shares

   Change vs previous 13F +812 shares

   0.01% of the 13F portfolio, value $336,434.

   13F-HR 0001658535-25-000008 filed by Orgel Wealth Management, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 5,080 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $288,798.

   13F-HR 0001658535-25-000005 filed by Orgel Wealth Management, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).