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Tempus Wealth Planning, LLC: CGBL position timeline

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

Tempus Wealth Planning, LLC held 176,327 CGBL 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 176,327 shares
    Change vs previous 13F +2,331 shares

    1.31% of the 13F portfolio, value $6,693,359.

    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 173,996 shares
    Change vs previous 13F +6,077 shares

    1.38% of the 13F portfolio, value $5,987,201.

    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 167,919 shares
    Change vs previous 13F +12,008 shares

    1.36% of the 13F portfolio, value $5,932,577.

    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 155,911 shares
    Change vs previous 13F +21,262 shares

    1.24% of the 13F portfolio, value $5,413,231.

    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 134,649 shares
    Change vs previous 13F +3,295 shares

    1.12% of the 13F portfolio, value $4,502,671.

    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 131,354 shares
    Change vs previous 13F +19,200 shares

    1.22% of the 13F portfolio, value $4,069,348.

    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 112,154 shares
    Change vs previous 13F +20,963 shares

    1.07% of the 13F portfolio, value $3,507,063.

    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 91,191 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,831,482.

    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).