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Tempus Wealth Planning, LLC: ESGU position timeline

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

Tempus Wealth Planning, LLC held 9,022 ESGU 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 9,022 shares
    Change vs previous 13F -86 shares

    0.29% of the 13F portfolio, value $1,476,620.

    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 9,108 shares
    Change vs previous 13F -1,493 shares

    0.3% of the 13F portfolio, value $1,288,105.

    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 10,601 shares
    Change vs previous 13F +36 shares

    0.36% of the 13F portfolio, value $1,579,322.

    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 10,565 shares
    Change vs previous 13F -326 shares

    0.35% of the 13F portfolio, value $1,538,261.

    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 10,891 shares
    Change vs previous 13F +709 shares

    0.37% of the 13F portfolio, value $1,473,612.

    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 10,182 shares
    Change vs previous 13F -2,477 shares

    0.37% of the 13F portfolio, value $1,241,259.

    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 12,659 shares
    Change vs previous 13F -2,971 shares

    0.5% of the 13F portfolio, value $1,630,743.

    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 15,630 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,972,205.

    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).