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Orgel Wealth Management, LLC: PMBS position timeline

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

Orgel Wealth Management, LLC held 4,870,198 PMBS 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 4,870,198 shares
    Change vs previous 13F +50,708 shares

    4.56% of the 13F portfolio, value $240,490,353.

    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 4,819,490 shares
    Change vs previous 13F +89,488 shares

    5.15% of the 13F portfolio, value $239,046,680.

    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 4,730,002 shares
    Change vs previous 13F +243,673 shares

    5.19% of the 13F portfolio, value $235,057,442.

    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 4,486,329 shares
    Change vs previous 13F +90,718 shares

    5.08% of the 13F portfolio, value $222,778,089.

    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 4,395,611 shares
    Change vs previous 13F +69,667 shares

    5.2% of the 13F portfolio, value $215,604,720.

    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 4,325,944 shares
    Change vs previous 13F +1,473,537 shares

    5.51% of the 13F portfolio, value $212,317,332.

    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 2,852,407 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $136,516,200.

    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).