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Tempus Wealth Planning, LLC: FNDF position timeline

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

Tempus Wealth Planning, LLC held 56,495 FNDF 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 56,495 shares
    Change vs previous 13F +1,554 shares

    0.58% of the 13F portfolio, value $2,980,697.

    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 54,941 shares
    Change vs previous 13F +31 shares

    0.62% of the 13F portfolio, value $2,688,245.

    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 54,910 shares
    Change vs previous 13F +994 shares

    0.57% of the 13F portfolio, value $2,482,464.

    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 53,916 shares
    Change vs previous 13F +5,413 shares

    0.53% of the 13F portfolio, value $2,316,225.

    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 48,503 shares
    Change vs previous 13F +2,614 shares

    0.48% of the 13F portfolio, value $1,941,084.

    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 45,889 shares
    Change vs previous 13F +2,092 shares

    0.5% of the 13F portfolio, value $1,658,428.

    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 43,797 shares
    Change vs previous 13F +1,421 shares

    0.44% of the 13F portfolio, value $1,454,498.

    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 42,376 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,583,591.

    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).