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Orgel Wealth Management, LLC: SPHQ position timeline

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

Orgel Wealth Management, LLC held 395,689 SPHQ 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 395,689 shares
    Change vs previous 13F -2,717 shares

    0.68% of the 13F portfolio, value $35,651,579.

    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 398,406 shares
    Change vs previous 13F -4,327 shares

    0.65% of the 13F portfolio, value $29,956,148.

    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 402,733 shares
    Change vs previous 13F -23,181 shares

    0.67% of the 13F portfolio, value $30,225,112.

    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 425,914 shares
    Change vs previous 13F -3,877 shares

    0.71% of the 13F portfolio, value $31,215,238.

    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 429,791 shares
    Change vs previous 13F +13,405 shares

    0.74% of the 13F portfolio, value $30,626,907.

    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 416,386 shares
    Change vs previous 13F +41,840 shares

    0.72% of the 13F portfolio, value $27,623,048.

    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 374,546 shares
    Change vs previous 13F -1,166 shares

    0.66% of the 13F portfolio, value $25,105,819.

    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 375,712 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $25,274,147.

    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).