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Tempus Wealth Planning, LLC: IBHF position timeline

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

Tempus Wealth Planning, LLC held 64,689 IBHF 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 64,689 shares
    Change vs previous 13F -161,587 shares

    0.29% of the 13F portfolio, value $1,465,204.

    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 226,276 shares
    Change vs previous 13F -35,650 shares

    1.19% of the 13F portfolio, value $5,193,024.

    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 261,926 shares
    Change vs previous 13F +73,020 shares

    1.39% of the 13F portfolio, value $6,045,247.

    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 188,906 shares
    Change vs previous 13F -20,628 shares

    1.01% of the 13F portfolio, value $4,418,514.

    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 209,534 shares
    Change vs previous 13F +21,442 shares

    1.21% of the 13F portfolio, value $4,867,480.

    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 188,092 shares
    Change vs previous 13F +56,965 shares

    1.3% of the 13F portfolio, value $4,367,499.

    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 131,127 shares
    Change vs previous 13F +87,583 shares

    0.93% of the 13F portfolio, value $3,035,590.

    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 43,544 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,019,363.

    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).