Orgel Wealth Management, LLC: VSDB position timeline

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

Orgel Wealth Management, LLC held 8,199,393 VSDB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

period ended2026-06-30
13F 8,199,393 shares
Change vs previous 13F +4,710,224 shares
11.87% of the 13F portfolio, value $625,941,662.
13F-HR 0001658535-26-000004 filed by Orgel Wealth Management, LLC
Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,489,169 shares
Change vs previous 13F not available
5.73% of the 13F portfolio, value $266,049,137.
13F-HR 0001658535-26-000003 filed by Orgel Wealth Management, LLC
Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).