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Tempus Wealth Planning, LLC: CGDG position timeline

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

Tempus Wealth Planning, LLC held 67,781 CGDG 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 67,781 shares
    Change vs previous 13F +1,636 shares

    0.5% of the 13F portfolio, value $2,542,469.

    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 66,145 shares
    Change vs previous 13F +282 shares

    0.55% of the 13F portfolio, value $2,374,607.

    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 65,863 shares
    Change vs previous 13F -1,060 shares

    0.54% of the 13F portfolio, value $2,347,359.

    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 66,923 shares
    Change vs previous 13F -15,772 shares

    0.53% of the 13F portfolio, value $2,318,866.

    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 82,695 shares
    Change vs previous 13F +2,765 shares

    0.69% of the 13F portfolio, value $2,781,049.

    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 79,930 shares
    Change vs previous 13F +16,492 shares

    0.74% of the 13F portfolio, value $2,469,823.

    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 63,438 shares
    Change vs previous 13F +9,535 shares

    0.57% of the 13F portfolio, value $1,880,313.

    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 53,903 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,655,914.

    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).