Skip to content
Disclosery

Tempus Wealth Planning, LLC: DVY position timeline

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

Tempus Wealth Planning, LLC held 12,300 DVY 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 12,300 shares
    Change vs previous 13F -762 shares

    0.38% of the 13F portfolio, value $1,922,431.

    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 13,062 shares
    Change vs previous 13F -64 shares

    0.45% of the 13F portfolio, value $1,977,765.

    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 13,126 shares
    Change vs previous 13F -1,314 shares

    0.42% of the 13F portfolio, value $1,852,643.

    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 14,440 shares
    Change vs previous 13F -1,455 shares

    0.47% of the 13F portfolio, value $2,051,887.

    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 15,895 shares
    Change vs previous 13F -636 shares

    0.53% of the 13F portfolio, value $2,111,020.

    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 16,531 shares
    Change vs previous 13F +197 shares

    0.66% of the 13F portfolio, value $2,219,938.

    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 16,334 shares
    Change vs previous 13F +333 shares

    0.66% of the 13F portfolio, value $2,144,512.

    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 16,001 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,161,300.

    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).