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Orgel Wealth Management, LLC: VWO position timeline

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

Orgel Wealth Management, LLC held 6,792 VWO 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 6,792 shares
    Change vs previous 13F +1,520 shares

    0.01% of the 13F portfolio, value $405,428.

    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 5,272 shares
    Change vs previous 13F -192 shares

    0.01% of the 13F portfolio, value $284,952.

    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 5,464 shares
    Change vs previous 13F +33 shares

    0.01% of the 13F portfolio, value $293,745.

    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 5,431 shares
    Change vs previous 13F +267 shares

    0.01% of the 13F portfolio, value $294,252.

    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 5,164 shares
    Change vs previous 13F -1,496 shares

    0.01% of the 13F portfolio, value $255,412.

    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 6,660 shares
    Change vs previous 13F -14,925 shares

    0.01% of the 13F portfolio, value $301,432.

    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 21,585 shares
    Change vs previous 13F +891 shares

    0.02% of the 13F portfolio, value $950,604.

    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 20,694 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $990,208.

    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).