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Orgel Wealth Management, LLC: VTEB position timeline

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

Orgel Wealth Management, LLC held 3,570,951 VTEB 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 3,570,951 shares
    Change vs previous 13F +105,896 shares

    3.43% of the 13F portfolio, value $180,618,690.

    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 3,465,055 shares
    Change vs previous 13F -91,781 shares

    3.72% of the 13F portfolio, value $172,871,582.

    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 3,556,836 shares
    Change vs previous 13F +357,339 shares

    3.95% of the 13F portfolio, value $178,873,283.

    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 3,199,497 shares
    Change vs previous 13F +272,652 shares

    3.65% of the 13F portfolio, value $160,198,815.

    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 2,926,845 shares
    Change vs previous 13F +469,938 shares

    3.46% of the 13F portfolio, value $143,503,211.

    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 2,456,907 shares
    Change vs previous 13F -93,396 shares

    3.17% of the 13F portfolio, value $121,911,726.

    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 2,550,303 shares
    Change vs previous 13F +62,184 shares

    3.34% of the 13F portfolio, value $127,846,690.

    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 2,488,119 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $127,192,644.

    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).