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Orgel Wealth Management, LLC: QUAL position timeline

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

Orgel Wealth Management, LLC held 3,358,210 QUAL 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 3,358,210 shares
    Change vs previous 13F +65,534 shares

    13.98% of the 13F portfolio, value $736,892,077.

    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 3,292,676 shares
    Change vs previous 13F +242,123 shares

    13.61% of the 13F portfolio, value $631,568,141.

    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 3,050,553 shares
    Change vs previous 13F +44,952 shares

    13.37% of the 13F portfolio, value $605,900,885.

    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 3,005,601 shares
    Change vs previous 13F +51,076 shares

    13.34% of the 13F portfolio, value $584,589,426.

    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 2,954,525 shares
    Change vs previous 13F +1,070,608 shares

    13.02% of the 13F portfolio, value $540,146,290.

    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 1,883,917 shares
    Change vs previous 13F +601,089 shares

    8.36% of the 13F portfolio, value $321,942,604.

    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 1,282,828 shares
    Change vs previous 13F +46,036 shares

    5.96% of the 13F portfolio, value $228,446,024.

    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 1,236,792 shares
    Change vs previous 13F not available

    5.55% of the 13F portfolio, value $221,756,729.

    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).