Tempus Wealth Planning, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tempus Wealth Planning, LLC on DIS, newest first. How the timeline and the estimate are built.
Tempus Wealth Planning, LLC held 8,091 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 8,091 sharesChange vs previous 13F -273 shares
0.15% of the 13F portfolio, value $778,751.
13F-HR 0001806428-26-000003 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,364 sharesChange vs previous 13F -2,100 shares
0.19% of the 13F portfolio, value $806,114.
13F-HR 0001806428-26-000002 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,464 sharesChange vs previous 13F -251 shares
0.27% of the 13F portfolio, value $1,190,449.
13F-HR 0001806428-26-000001 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,715 sharesChange vs previous 13F -235 shares
0.28% of the 13F portfolio, value $1,226,827.
13F-HR 0001806428-25-000004 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,950 sharesChange vs previous 13F -983 shares
0.34% of the 13F portfolio, value $1,357,879.
13F-HR 0001085146-25-003906 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,933 sharesChange vs previous 13F -958 shares
0.35% of the 13F portfolio, value $1,177,748.
13F-HR 0001085146-25-002656 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,891 sharesChange vs previous 13F -698 shares
0.44% of the 13F portfolio, value $1,435,389.
13F-HR 0001085146-25-000489 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,589 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $1,307,150.
13F-HR 0001085146-24-005048 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).