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Tempus Wealth Planning, LLC: CGDV position timeline

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

Tempus Wealth Planning, LLC held 253,313 CGDV 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 253,313 shares
    Change vs previous 13F +7,055 shares

    2.44% of the 13F portfolio, value $12,483,285.

    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 246,258 shares
    Change vs previous 13F -5,559 shares

    2.41% of the 13F portfolio, value $10,475,802.

    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 251,817 shares
    Change vs previous 13F -376 shares

    2.52% of the 13F portfolio, value $10,989,280.

    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 252,193 shares
    Change vs previous 13F -1,680 shares

    2.43% of the 13F portfolio, value $10,599,693.

    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 253,873 shares
    Change vs previous 13F +28,186 shares

    2.5% of the 13F portfolio, value $10,025,462.

    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 225,687 shares
    Change vs previous 13F +48,145 shares

    2.4% of the 13F portfolio, value $8,043,467.

    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 177,542 shares
    Change vs previous 13F +123,075 shares

    1.91% of the 13F portfolio, value $6,260,115.

    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 54,467 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,984,786.

    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).