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Disclosery

Orgel Wealth Management, LLC: MMIT position timeline

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

Orgel Wealth Management, LLC held 0 MMIT 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 0 shares
    Change vs previous 13F -6,575,324 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 6,575,324 shares
    Change vs previous 13F +249,583 shares

    3.41% of the 13F portfolio, value $158,498,187.

    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 6,325,741 shares
    Change vs previous 13F +222,858 shares

    3.4% of the 13F portfolio, value $153,905,278.

    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 6,102,883 shares
    Change vs previous 13F +193,657 shares

    3.38% of the 13F portfolio, value $148,300,064.

    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 5,909,226 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $140,935,041.

    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).