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Orgel Wealth Management, LLC: VOE position timeline

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

Orgel Wealth Management, LLC held 961,906 VOE 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 961,906 shares
    Change vs previous 13F +62,816 shares

    3.6% of the 13F portfolio, value $190,072,693.

    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 899,090 shares
    Change vs previous 13F +51,890 shares

    3.57% of the 13F portfolio, value $165,684,245.

    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 847,200 shares
    Change vs previous 13F +27,405 shares

    3.32% of the 13F portfolio, value $150,267,787.

    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 819,795 shares
    Change vs previous 13F +24,283 shares

    3.26% of the 13F portfolio, value $143,119,820.

    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 795,512 shares
    Change vs previous 13F +54,333 shares

    3.15% of the 13F portfolio, value $130,829,911.

    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 741,179 shares
    Change vs previous 13F +45,271 shares

    3.09% of the 13F portfolio, value $118,988,884.

    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 695,908 shares
    Change vs previous 13F +35,802 shares

    2.94% of the 13F portfolio, value $112,577,045.

    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 660,106 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $110,680,052.

    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).