Orgel Wealth Management, LLC

All 13F Filings

Most recent 13F
Q2 2022
Location
Altoona, WI
CIK
0001658535
All SEC filings
View on sec.gov
Filing ID Quarter Holdings Value ($000) Form Type Date Filed Name
000165853522000005 Q2 2022 62 1,767,525 13F-HR 7/13/2022 Orgel Wealth Management, LLC
000165853522000004 Q1 2022 65 1,456,760 13F-HR 5/10/2022 Orgel Wealth Management, LLC
000165853522000001 Q4 2021 62 1,035,730 13F-HR 1/24/2022 Orgel Wealth Management, LLC
000165853521000005 Q3 2021 61 879,960 13F-HR 10/26/2021 Orgel Wealth Management, LLC
000165853521000004 Q2 2021 58 797,148 13F-HR 7/23/2021 Orgel Wealth Management, LLC
000165853521000003 Q1 2021 56 706,334 13F-HR 4/28/2021 Orgel Wealth Management, LLC
000165853521000001 Q4 2020 49 487,432 13F-HR 2/8/2021 Orgel Wealth Management, LLC
000165853520000008 Q3 2020 53 358,468 13F-HR 11/3/2020 Orgel Wealth Management, LLC
000165853520000007 Q2 2020 52 265,324 13F-HR 7/31/2020 Orgel Wealth Management, LLC
000165853520000006 Q1 2020 40 252,248 13F-HR 4/28/2020 Orgel Wealth Management, LLC
000165853520000001 Q4 2019 51 364,079 13F-HR 1/27/2020 Orgel Wealth Management, LLC
000165853519000009 Q3 2019 46 266,265 RESTATEMENT 12/6/2019 Orgel Wealth Management, LLC
000165853519000008 Q3 2019 45 264,918 13F-HR 10/15/2019 Orgel Wealth Management, LLC
000165853520000003 Q2 2019 41 256,355 RESTATEMENT 1/28/2020 Orgel Wealth Management, LLC
000165853519000007 Q2 2019 41 255,499 13F-HR 7/12/2019 Orgel Wealth Management, LLC
000165853520000002 Q1 2019 38 296,174 RESTATEMENT 1/28/2020 Orgel Wealth Management, LLC
000165853520000004 Q1 2019 38 296,174 RESTATEMENT 1/28/2020 Orgel Wealth Management, LLC
000165853519000005 Q1 2019 38 331,191 13F-HR 4/29/2019 Orgel Wealth Management, LLC
000165853519000006 Q1 2019 37 295,109 RESTATEMENT 4/29/2019 Orgel Wealth Management, LLC
000165853519000001 Q4 2018 38 331,191 13F-HR 1/14/2019 Orgel Wealth Management, LLC
000165853518000005 Q3 2018 38 228,607 13F-HR 10/11/2018 Orgel Wealth Management, LLC
000165853518000004 Q2 2018 42 405,449 13F-HR 7/16/2018 Orgel Wealth Management, LLC
000165853518000003 Q1 2018 40 404,048 13F-HR 4/25/2018 Orgel Wealth Management, LLC
000165853518000001 Q4 2017 45 413,131 13F-HR 2/9/2018 Orgel Wealth Management, LLC
000165853517000005 Q3 2017 31 286,632 13F-HR 11/13/2017 Orgel Wealth Management, LLC
000165853517000004 Q2 2017 28 274,108 13F-HR 8/10/2017 Orgel Wealth Management, LLC
000165853517000003 Q1 2017 27 227,902 13F-HR 4/24/2017 Orgel Wealth Management, LLC
000165853517000001 Q4 2016 21 154,977 13F-HR 2/3/2017 Orgel Wealth Management, LLC
000165853516000007 Q3 2016 20 145,107 13F-HR 11/14/2016 Orgel Wealth Management, LLC
000165853516000006 Q2 2016 19 230,640 13F-HR 8/15/2016 Orgel Wealth Management, LLC
000165853516000005 Q1 2016 20 159,195 13F-HR 5/6/2016 Orgel Wealth Management, LLC
000165853516000004 Q4 2015 23 117,027 13F-HR 3/30/2016 Orgel Wealth Management, LLC