Tempus Wealth Planning, LLC: BAI position timeline

Tempus Wealth Planning, LLC held 39,879 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 39,879 shares

   Change vs previous 13F +2,155 shares

   0.41% of the 13F portfolio, value $2,102,421.

   13F-HR 0001806428-26-000003 filed by Tempus Wealth Planning, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 37,724 shares

   Change vs previous 13F +12,099 shares

   0.29% of the 13F portfolio, value $1,243,006.

   13F-HR 0001806428-26-000002 filed by Tempus Wealth Planning, LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 25,625 shares

   Change vs previous 13F +2,608 shares

   0.2% of the 13F portfolio, value $853,313.

   13F-HR 0001806428-26-000001 filed by Tempus Wealth Planning, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 23,017 shares

   Change vs previous 13F +15,166 shares

   0.18% of the 13F portfolio, value $786,261.

   13F-HR 0001806428-25-000004 filed by Tempus Wealth Planning, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 7,851 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $226,501.

   13F-HR 0001085146-25-003906 filed by Tempus Wealth Planning, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).