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Tempus Wealth Planning, LLC: CGUS position timeline

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

Tempus Wealth Planning, LLC held 46,808 CGUS 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 46,808 shares
    Change vs previous 13F -256 shares

    0.41% of the 13F portfolio, value $2,082,019.

    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 47,064 shares
    Change vs previous 13F +408 shares

    0.42% of the 13F portfolio, value $1,808,181.

    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 46,656 shares
    Change vs previous 13F -1,542 shares

    0.43% of the 13F portfolio, value $1,876,976.

    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 48,198 shares
    Change vs previous 13F -7,657 shares

    0.44% of the 13F portfolio, value $1,905,742.

    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 55,855 shares
    Change vs previous 13F +2,453 shares

    0.51% of the 13F portfolio, value $2,062,722.

    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 53,402 shares
    Change vs previous 13F +9,359 shares

    0.53% of the 13F portfolio, value $1,783,633.

    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 44,043 shares
    Change vs previous 13F +6,751 shares

    0.47% of the 13F portfolio, value $1,540,181.

    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 37,292 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,278,385.

    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).