Tempus Wealth Planning, LLC: IBHG position timeline

Tempus Wealth Planning, LLC held 24,374 IBHG 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 24,374 shares

   Change vs previous 13F -15,398 shares

   0.11% of the 13F portfolio, value $538,188.

   13F-HR 0001806428-26-000003 filed by Tempus Wealth Planning, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 39,772 shares

   Change vs previous 13F +1,163 shares

   0.2% of the 13F portfolio, value $880,160.

   13F-HR 0001806428-26-000002 filed by Tempus Wealth Planning, LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 38,609 shares

   Change vs previous 13F +7,794 shares

   0.2% of the 13F portfolio, value $861,753.

   13F-HR 0001806428-26-000001 filed by Tempus Wealth Planning, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 30,815 shares

   Change vs previous 13F +21,867 shares

   0.16% of the 13F portfolio, value $693,039.

   13F-HR 0001806428-25-000004 filed by Tempus Wealth Planning, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,948 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $201,686.

   13F-HR 0001085146-25-003906 filed by Tempus Wealth Planning, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).