Skip to content
Disclosery

Orgel Wealth Management, LLC: SCHY position timeline

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

Orgel Wealth Management, LLC held 26,943 SCHY 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 26,943 shares
    Change vs previous 13F +11,992 shares

    0.02% of the 13F portfolio, value $854,902.

    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 14,951 shares
    Change vs previous 13F +6,145 shares

    0.01% of the 13F portfolio, value $473,349.

    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 8,806 shares
    Change vs previous 13F +1,185 shares

    0.01% of the 13F portfolio, value $262,595.

    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 7,621 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $212,931.

    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).