Orgel Wealth Management, LLC: NDAQ position timeline

Orgel Wealth Management, LLC held 0 NDAQ 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 -2,505 shares

   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).

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

2. period ended2026-03-31

   13F 2,505 shares

   Change vs previous 13F -118 shares

   <0.01% of the 13F portfolio, value $212,650.

   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 2,623 shares

   Change vs previous 13F +118 shares

   0.01% of the 13F portfolio, value $254,772.

   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 2,505 shares

   Change vs previous 13F 0 shares

   0.01% of the 13F portfolio, value $221,568.

   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 2,505 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $223,998.

   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).