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Orgel Wealth Management, LLC: SPYG position timeline

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

Orgel Wealth Management, LLC held 3,398,409 SPYG 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 3,398,409 shares
    Change vs previous 13F -30,708 shares

    7.67% of the 13F portfolio, value $404,376,663.

    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 3,429,117 shares
    Change vs previous 13F -261,855 shares

    7.23% of the 13F portfolio, value $335,744,840.

    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 3,690,972 shares
    Change vs previous 13F -137,421 shares

    8.69% of the 13F portfolio, value $393,826,725.

    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 3,828,393 shares
    Change vs previous 13F -67,359 shares

    9.13% of the 13F portfolio, value $400,105,396.

    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 3,895,752 shares
    Change vs previous 13F +202,804 shares

    8.95% of the 13F portfolio, value $371,343,120.

    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 3,692,948 shares
    Change vs previous 13F +382,969 shares

    7.71% of the 13F portfolio, value $296,802,264.

    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 3,309,979 shares
    Change vs previous 13F +544,211 shares

    7.59% of the 13F portfolio, value $290,947,180.

    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 2,765,768 shares
    Change vs previous 13F not available

    5.74% of the 13F portfolio, value $229,392,838.

    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).