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Orgel Wealth Management, LLC: SUSL position timeline

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

Orgel Wealth Management, LLC held 13,411 SUSL 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 13,411 shares
    Change vs previous 13F -124 shares

    0.03% of the 13F portfolio, value $1,780,445.

    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 13,535 shares
    Change vs previous 13F -207 shares

    0.03% of the 13F portfolio, value $1,537,612.

    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 13,742 shares
    Change vs previous 13F -215 shares

    0.04% of the 13F portfolio, value $1,666,442.

    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 13,957 shares
    Change vs previous 13F +187 shares

    0.04% of the 13F portfolio, value $1,633,585.

    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 13,770 shares
    Change vs previous 13F +514 shares

    0.04% of the 13F portfolio, value $1,491,980.

    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 13,256 shares
    Change vs previous 13F +1,686 shares

    0.03% of the 13F portfolio, value $1,270,058.

    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 11,570 shares
    Change vs previous 13F -191 shares

    0.03% of the 13F portfolio, value $1,192,173.

    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 11,761 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,193,977.

    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).