Orgel Wealth Management, LLC: VTV position timeline

Orgel Wealth Management, LLC held 1,125 VTV 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 1,125 shares

   Change vs previous 13F +73 shares

   <0.01% of the 13F portfolio, value $245,172.

   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).

2. period ended2026-03-31

   13F 1,052 shares

   Change vs previous 13F -85 shares

   <0.01% of the 13F portfolio, value $206,403.

   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).

3. period ended2025-12-31

   13F 1,137 shares

   Change vs previous 13F +1,137 shares

   <0.01% of the 13F portfolio, value $217,156.

   13F-HR 0001658535-26-000001 filed by Orgel Wealth Management, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -2,615 shares

   13F-HR 0001658535-25-000004 filed by Orgel Wealth Management, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 2,615 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $442,720.

   13F-HR 0001658535-25-000001 filed by Orgel Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).