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Tempus Wealth Planning, LLC: IBND position timeline

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

Tempus Wealth Planning, LLC held 35,340 IBND 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 35,340 shares
    Change vs previous 13F +1,100 shares

    0.22% of the 13F portfolio, value $1,101,908.

    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 34,240 shares
    Change vs previous 13F +107 shares

    0.24% of the 13F portfolio, value $1,064,186.

    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 34,133 shares
    Change vs previous 13F -658 shares

    0.25% of the 13F portfolio, value $1,095,996.

    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 34,791 shares
    Change vs previous 13F -44 shares

    0.26% of the 13F portfolio, value $1,123,406.

    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 34,835 shares
    Change vs previous 13F +469 shares

    0.28% of the 13F portfolio, value $1,135,279.

    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 34,366 shares
    Change vs previous 13F -2,206 shares

    0.3% of the 13F portfolio, value $1,013,447.

    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 36,572 shares
    Change vs previous 13F -1,278 shares

    0.32% of the 13F portfolio, value $1,037,174.

    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 37,850 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,158,205.

    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).