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Disclosery

Tempus Wealth Planning, LLC: EFV position timeline

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

Tempus Wealth Planning, LLC held 13,119 EFV 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 13,119 shares
    Change vs previous 13F -15,641 shares

    0.2% of the 13F portfolio, value $1,004,293.

    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 28,760 shares
    Change vs previous 13F -1,939 shares

    0.49% of the 13F portfolio, value $2,138,287.

    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 30,699 shares
    Change vs previous 13F -1,105 shares

    0.5% of the 13F portfolio, value $2,192,198.

    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 31,804 shares
    Change vs previous 13F -1,032 shares

    0.5% of the 13F portfolio, value $2,157,266.

    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 32,836 shares
    Change vs previous 13F +7,674 shares

    0.52% of the 13F portfolio, value $2,084,430.

    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 25,162 shares
    Change vs previous 13F -91 shares

    0.44% of the 13F portfolio, value $1,483,019.

    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 25,253 shares
    Change vs previous 13F +1,964 shares

    0.4% of the 13F portfolio, value $1,324,999.

    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 23,289 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,339,823.

    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).