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Tempus Wealth Planning, LLC: FDLO position timeline

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

Tempus Wealth Planning, LLC held 22,081 FDLO 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 22,081 shares
    Change vs previous 13F -13 shares

    0.3% of the 13F portfolio, value $1,508,905.

    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 22,094 shares
    Change vs previous 13F -3,600 shares

    0.33% of the 13F portfolio, value $1,427,051.

    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 25,694 shares
    Change vs previous 13F -800 shares

    0.39% of the 13F portfolio, value $1,715,075.

    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 26,494 shares
    Change vs previous 13F -1,300 shares

    0.4% of the 13F portfolio, value $1,745,160.

    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 27,794 shares
    Change vs previous 13F +94 shares

    0.44% of the 13F portfolio, value $1,745,463.

    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 27,700 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,679,174.

    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 27,700 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,678,343.

    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).