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Orgel Wealth Management, LLC: VIOO position timeline

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

Orgel Wealth Management, LLC held 1,115,920 VIOO 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 1,115,920 shares
    Change vs previous 13F +29,152 shares

    2.91% of the 13F portfolio, value $153,483,700.

    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 1,086,768 shares
    Change vs previous 13F +51,438 shares

    2.69% of the 13F portfolio, value $124,793,622.

    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 1,035,330 shares
    Change vs previous 13F +22,459 shares

    2.53% of the 13F portfolio, value $114,880,222.

    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 1,012,871 shares
    Change vs previous 13F -298,329 shares

    2.55% of the 13F portfolio, value $111,891,887.

    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 1,311,200 shares
    Change vs previous 13F +123,720 shares

    3.2% of the 13F portfolio, value $132,732,801.

    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 1,187,480 shares
    Change vs previous 13F -442,454 shares

    2.98% of the 13F portfolio, value $114,603,719.

    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 1,629,934 shares
    Change vs previous 13F +17,413 shares

    4.51% of the 13F portfolio, value $172,838,160.

    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 1,612,521 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $174,442,568.

    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).