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Orgel Wealth Management, LLC: VOT position timeline

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

Orgel Wealth Management, LLC held 216,318 VOT 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 216,318 shares
    Change vs previous 13F -2,763 shares

    1.26% of the 13F portfolio, value $66,258,223.

    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 219,081 shares
    Change vs previous 13F +3,836 shares

    1.21% of the 13F portfolio, value $56,380,426.

    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 215,245 shares
    Change vs previous 13F -4,208 shares

    1.33% of the 13F portfolio, value $60,083,397.

    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 219,453 shares
    Change vs previous 13F -1,657 shares

    1.47% of the 13F portfolio, value $64,473,097.

    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 221,110 shares
    Change vs previous 13F +13,116 shares

    1.52% of the 13F portfolio, value $62,881,473.

    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 207,994 shares
    Change vs previous 13F -6,629 shares

    1.32% of the 13F portfolio, value $50,883,653.

    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 214,623 shares
    Change vs previous 13F -9,169 shares

    1.42% of the 13F portfolio, value $54,460,587.

    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 223,792 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $54,486,639.

    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).