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Orgel Wealth Management, LLC: VYMI position timeline

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

Orgel Wealth Management, LLC held 3,084,964 VYMI 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 3,084,964 shares
    Change vs previous 13F +20,552 shares

    5.75% of the 13F portfolio, value $302,943,423.

    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 3,064,412 shares
    Change vs previous 13F +562,191 shares

    6.22% of the 13F portfolio, value $288,790,149.

    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 2,502,221 shares
    Change vs previous 13F -27,434 shares

    4.97% of the 13F portfolio, value $225,199,882.

    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 2,529,655 shares
    Change vs previous 13F +3,795 shares

    4.89% of the 13F portfolio, value $214,211,223.

    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 2,525,860 shares
    Change vs previous 13F -53,136 shares

    4.88% of the 13F portfolio, value $202,346,681.

    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 2,578,996 shares
    Change vs previous 13F -10,228 shares

    4.94% of the 13F portfolio, value $190,046,248.

    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 2,589,224 shares
    Change vs previous 13F +75,346 shares

    4.59% of the 13F portfolio, value $175,756,532.

    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 2,513,878 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $184,568,905.

    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).