ORG Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 11, 2024
Value $
$301M
Signature - Title
Stephanie West - Compliance Consultant
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by ORG Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ORG Wealth Partners, LLC reported 466 stock holdings with total value $301M as of Q3 2024. Top holdings included CORZ, CORZW, AGNC, BRKB, and ET.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 466 $301M $0 $0 CORZ, CORZW, AGNC, BRKB, ET 13F-HR 10/11/2024, 04:36 PM