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Tempus Wealth Planning, LLC: DIVB position timeline

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

Tempus Wealth Planning, LLC held 9,339 DIVB 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 9,339 shares
    Change vs previous 13F -941 shares

    0.11% of the 13F portfolio, value $575,297.

    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 10,280 shares
    Change vs previous 13F -444 shares

    0.13% of the 13F portfolio, value $554,630.

    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 10,724 shares
    Change vs previous 13F -3,330 shares

    0.13% of the 13F portfolio, value $569,956.

    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 14,054 shares
    Change vs previous 13F -4,149 shares

    0.17% of the 13F portfolio, value $734,348.

    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 18,203 shares
    Change vs previous 13F -1,479 shares

    0.23% of the 13F portfolio, value $915,954.

    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 19,682 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $954,958.

    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 19,681 shares
    Change vs previous 13F +207 shares

    0.28% of the 13F portfolio, value $932,872.

    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 19,474 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $943,506.

    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).