Skip to content
Disclosery

Orgel Wealth Management, LLC: UNH position timeline

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

Orgel Wealth Management, LLC held 565 UNH 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 565 shares
    Change vs previous 13F +565 shares

    <0.01% of the 13F portfolio, value $234,831.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -495 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 495 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $259,257.

    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).

  4. period ended2024-12-31
    13F 501 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $253,436.

    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).

  5. period ended2024-09-30
    13F 495 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $289,417.

    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).