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Orgel Wealth Management, LLC: SCHE position timeline

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

Orgel Wealth Management, LLC held 2,198,585 SCHE 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 2,198,585 shares
    Change vs previous 13F +88,370 shares

    1.51% of the 13F portfolio, value $79,720,694.

    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 2,110,215 shares
    Change vs previous 13F +107,539 shares

    1.5% of the 13F portfolio, value $69,531,597.

    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 2,002,676 shares
    Change vs previous 13F +33,631 shares

    1.45% of the 13F portfolio, value $65,587,643.

    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 1,969,045 shares
    Change vs previous 13F +18,372 shares

    1.5% of the 13F portfolio, value $65,707,024.

    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 1,950,673 shares
    Change vs previous 13F +80,949 shares

    1.42% of the 13F portfolio, value $58,793,278.

    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 1,869,724 shares
    Change vs previous 13F +79,855 shares

    1.34% of the 13F portfolio, value $51,548,285.

    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 1,789,869 shares
    Change vs previous 13F +83,348 shares

    1.24% of the 13F portfolio, value $47,664,206.

    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 1,706,521 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $49,796,287.

    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).