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CIK 0001658535 • 7 13F filings • Apr 15, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("orgel-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001658535-25-000008 |
| $4.38B |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001658535-26-000004 | $5.27B | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001658535-25-000005 | $4.15B | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001658535-26-000003 | $4.64B | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001658535-25-000004 | $3.85B | View |