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Orgel Wealth Management, LLCETFConcentrated trader

CIK: 0001658535 | ALTOONA, WI

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR111$5.3B2026-10-14SEC ↗
Q2 2026
13F-HR113$5.3B2026-07-13SEC ↗
Q1 2026
13F-HR95$4.6B2026-04-07SEC ↗
Q4 2025
13F-HR92$4.5B2026-01-07SEC ↗
Q3 2025
13F-HR88$4.4B2025-10-06SEC ↗
Q2 2025
13F-HR86$4.2B2025-07-10SEC ↗
Q1 2025
13F-HR81$3.8B2025-04-15SEC ↗
Q4 2024
13F-HR86$3.8B2025-01-15SEC ↗
Q3 2024
13F-HR81$4.0B2024-10-17SEC ↗
Q2 2024
13F-HR78$3.7B2024-07-22SEC ↗
Q1 2024
13F-HR81$3.6B2024-04-15SEC ↗
Q4 2023
13F-HR84$3.4B2024-01-11SEC ↗
Q3 2023
13F-HR78$3.0B2023-10-26SEC ↗
Q2 2023
13F-HR73$3.0B2023-07-10SEC ↗
Q1 2023
13F-HR72$2.8B2023-04-06SEC ↗
Q4 2022
13F-HR75$2.6B2023-01-17SEC ↗
Q3 2022
13F-HR65$2.4M2022-10-25SEC ↗
Q2 2022
13F-HR62$2.5M2022-07-13SEC ↗
Q1 2022
13F-HR65$2.3M2022-05-10SEC ↗
Q4 2021
13F-HR62$1.0M2022-01-24SEC ↗
Q3 2021
13F-HR61$880.0K2021-10-26SEC ↗
Q2 2021
13F-HR58$797.1K2021-07-23SEC ↗
Q1 2021
13F-HR56$706.3K2021-04-28SEC ↗
Q4 2020
13F-HR49$487.4K2021-02-08SEC ↗
Q3 2020
13F-HR53$358.5K2020-11-03SEC ↗
Q2 2020
13F-HR52$265.3K2020-07-31SEC ↗
Q1 2020
13F-HR40$252.2K2020-04-28SEC ↗
Q4 2019
13F-HR51$364.1K2020-01-27SEC ↗
Q3 2019Amended
13F-HR/A45$264.9K2019-10-15SEC ↗
Q2 2019Amended
13F-HR/A41$255.5K2019-07-12SEC ↗
Q1 2019Amended
13F-HR/A37$295.1K2019-04-29SEC ↗
Q1 2019Amended
13F-HR/A38$296.2K2020-01-28SEC ↗
Q4 2018
13F-HR38$331.2K2019-01-14SEC ↗
Q3 2018
13F-HR38$228.6K2018-10-11SEC ↗
Q2 2018
13F-HR42$405.4K2018-07-16SEC ↗
Q1 2018
13F-HR40$404.0K2018-04-25SEC ↗
Q4 2017
13F-HR45$413.1K2018-02-09SEC ↗
Q3 2017
13F-HR31$286.6K2017-11-13SEC ↗
Q2 2017
13F-HR28$274.1K2017-08-10SEC ↗
Q1 2017
13F-HR27$227.9K2017-04-24SEC ↗
Q4 2016
13F-HR21$155.0K2017-02-03SEC ↗
Q3 2016
13F-HR20$145.1K2016-11-14SEC ↗
Q2 2016
13F-HR19$230.6K2016-08-15SEC ↗
Q1 2016
13F-HR20$159.2K2016-05-06SEC ↗