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Orgel Wealth Management, LLC: VSGX position timeline

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

Orgel Wealth Management, LLC held 124,727 VSGX 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 124,727 shares
    Change vs previous 13F -1,372 shares

    0.19% of the 13F portfolio, value $10,270,022.

    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 126,099 shares
    Change vs previous 13F +47,364 shares

    0.19% of the 13F portfolio, value $9,045,082.

    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 78,735 shares
    Change vs previous 13F -2,985 shares

    0.12% of the 13F portfolio, value $5,639,001.

    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 81,720 shares
    Change vs previous 13F -836 shares

    0.13% of the 13F portfolio, value $5,668,917.

    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 82,556 shares
    Change vs previous 13F -8,714 shares

    0.13% of the 13F portfolio, value $5,407,418.

    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 91,270 shares
    Change vs previous 13F +3,523 shares

    0.14% of the 13F portfolio, value $5,383,105.

    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 87,747 shares
    Change vs previous 13F +6,195 shares

    0.13% of the 13F portfolio, value $4,975,255.

    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 81,552 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,016,264.

    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).