Skip to content
Disclosery

Tempus Wealth Planning, LLC: CGIB position timeline

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

Tempus Wealth Planning, LLC held 29,525 CGIB 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 29,525 shares
    Change vs previous 13F +1,043 shares

    0.15% of the 13F portfolio, value $753,764.

    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 28,482 shares
    Change vs previous 13F +619 shares

    0.17% of the 13F portfolio, value $718,749.

    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 27,863 shares
    Change vs previous 13F +7,672 shares

    0.16% of the 13F portfolio, value $706,610.

    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 20,191 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $512,649.

    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).