ORG Wealth Partners, LLC

SEC CIK: 0002032602
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

DFS holding history

Discover Financial Services in every 13F filed by ORG Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overview All 13F holders of DFS Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2025

Holdings of DFS by ORG Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−150−100.0%	Sold out	Holders
Q1 2025	150	$25.7K	<0.1%	+150	New	Holders