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Disclosery

Orgel Wealth Management, LLC: OWNS position timeline

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

Orgel Wealth Management, LLC held 294,906 OWNS 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 294,906 shares
    Change vs previous 13F +8,482 shares

    0.1% of the 13F portfolio, value $5,094,502.

    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 286,424 shares
    Change vs previous 13F -1,355 shares

    0.11% of the 13F portfolio, value $4,966,593.

    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 287,779 shares
    Change vs previous 13F +4,723 shares

    0.11% of the 13F portfolio, value $5,024,622.

    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 283,056 shares
    Change vs previous 13F +12,291 shares

    0.11% of the 13F portfolio, value $4,922,344.

    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 270,765 shares
    Change vs previous 13F +227,953 shares

    0.11% of the 13F portfolio, value $4,638,042.

    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 42,812 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $734,145.

    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).