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Orgel Wealth Management, LLC: JSML position timeline

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

Orgel Wealth Management, LLC held 23,908 JSML 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 23,908 shares
    Change vs previous 13F -450 shares

    0.04% of the 13F portfolio, value $2,224,759.

    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 24,358 shares
    Change vs previous 13F -7,511 shares

    0.04% of the 13F portfolio, value $1,705,781.

    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 31,869 shares
    Change vs previous 13F -10,246 shares

    0.05% of the 13F portfolio, value $2,344,415.

    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 42,115 shares
    Change vs previous 13F -2,219 shares

    0.07% of the 13F portfolio, value $3,149,268.

    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 44,334 shares
    Change vs previous 13F -34,883 shares

    0.07% of the 13F portfolio, value $2,990,329.

    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 79,217 shares
    Change vs previous 13F -1,198,534 shares

    0.13% of the 13F portfolio, value $4,821,147.

    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 1,277,751 shares
    Change vs previous 13F +24,616 shares

    2.19% of the 13F portfolio, value $83,756,610.

    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 1,253,135 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $81,955,035.

    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).