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Orgel Wealth Management, LLC: MUB position timeline

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

Orgel Wealth Management, LLC held 2,708,345 MUB 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 2,708,345 shares
    Change vs previous 13F +31,252 shares

    5.53% of the 13F portfolio, value $291,472,089.

    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 2,677,093 shares
    Change vs previous 13F +61,174 shares

    6.12% of the 13F portfolio, value $284,173,422.

    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 2,615,919 shares
    Change vs previous 13F +46,681 shares

    6.18% of the 13F portfolio, value $280,191,085.

    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 2,569,238 shares
    Change vs previous 13F +23,983 shares

    6.24% of the 13F portfolio, value $273,598,155.

    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 2,545,255 shares
    Change vs previous 13F -845,600 shares

    6.41% of the 13F portfolio, value $265,928,243.

    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 3,390,855 shares
    Change vs previous 13F +24,226 shares

    9.29% of the 13F portfolio, value $357,531,752.

    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 3,366,629 shares
    Change vs previous 13F -306,126 shares

    9.36% of the 13F portfolio, value $358,714,320.

    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 3,672,755 shares
    Change vs previous 13F not available

    9.99% of the 13F portfolio, value $398,971,376.

    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).