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Tempus Wealth Planning, LLC: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tempus Wealth Planning, LLC on BIL, newest first. How the timeline and the estimate are built.

Tempus Wealth Planning, LLC held 36,767 BIL 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 36,767 shares
    Change vs previous 13F -42,455 shares

    0.66% of the 13F portfolio, value $3,369,328.

    13F-HR 0001806428-26-000003 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 79,222 shares
    Change vs previous 13F +27,055 shares

    1.67% of the 13F portfolio, value $7,259,928.

    13F-HR 0001806428-26-000002 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 52,167 shares
    Change vs previous 13F -1,039 shares

    1.09% of the 13F portfolio, value $4,766,998.

    13F-HR 0001806428-26-000001 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 53,206 shares
    Change vs previous 13F -4,233 shares

    1.12% of the 13F portfolio, value $4,881,622.

    13F-HR 0001806428-25-000004 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 57,439 shares
    Change vs previous 13F +1,834 shares

    1.31% of the 13F portfolio, value $5,268,864.

    13F-HR 0001085146-25-003906 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 55,605 shares
    Change vs previous 13F -22,087 shares

    1.52% of the 13F portfolio, value $5,100,653.

    13F-HR 0001085146-25-002656 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 77,692 shares
    Change vs previous 13F -3,615 shares

    2.17% of the 13F portfolio, value $7,103,364.

    13F-HR 0001085146-25-000489 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 81,307 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $7,464,837.

    13F-HR 0001085146-24-005048 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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