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Tempus Wealth Planning, LLC: FNDX position timeline

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

Tempus Wealth Planning, LLC held 165,667 FNDX 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 165,667 shares
    Change vs previous 13F +14,376 shares

    1.01% of the 13F portfolio, value $5,152,244.

    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 151,291 shares
    Change vs previous 13F +2,292 shares

    0.97% of the 13F portfolio, value $4,213,454.

    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 148,999 shares
    Change vs previous 13F +6,056 shares

    0.93% of the 13F portfolio, value $4,054,263.

    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 142,943 shares
    Change vs previous 13F +10,906 shares

    0.86% of the 13F portfolio, value $3,759,401.

    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 132,037 shares
    Change vs previous 13F +7,620 shares

    0.81% of the 13F portfolio, value $3,240,188.

    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 124,417 shares
    Change vs previous 13F +2,831 shares

    0.88% of the 13F portfolio, value $2,937,485.

    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 121,586 shares
    Change vs previous 13F +81,635 shares

    0.88% of the 13F portfolio, value $2,879,156.

    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 39,951 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,866,884.

    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).