Tempus Wealth Planning, LLC: EFO position timeline

Tempus Wealth Planning, LLC held 0 EFO shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -22,953 shares

   13F-HR 0001806428-26-000002 filed by Tempus Wealth Planning, LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 22,953 shares

   Change vs previous 13F -3,234 shares

   0.34% of the 13F portfolio, value $1,465,320.

   13F-HR 0001806428-26-000001 filed by Tempus Wealth Planning, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 26,187 shares

   Change vs previous 13F -21,295 shares

   0.36% of the 13F portfolio, value $1,561,793.

   13F-HR 0001806428-25-000004 filed by Tempus Wealth Planning, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 47,482 shares

   Change vs previous 13F +32,747 shares

   0.67% of the 13F portfolio, value $2,678,460.

   13F-HR 0001085146-25-003906 filed by Tempus Wealth Planning, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 14,735 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $693,895.

   13F-HR 0001085146-25-002656 filed by Tempus Wealth Planning, LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).