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Disclosery

Tempus Wealth Planning, LLC: IUSB position timeline

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

Tempus Wealth Planning, LLC held 83,511 IUSB 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 83,511 shares
    Change vs previous 13F +40,419 shares

    0.75% of the 13F portfolio, value $3,854,015.

    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 43,092 shares
    Change vs previous 13F +4,218 shares

    0.46% of the 13F portfolio, value $1,990,403.

    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 38,874 shares
    Change vs previous 13F +708 shares

    0.41% of the 13F portfolio, value $1,809,211.

    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 38,166 shares
    Change vs previous 13F -8,846 shares

    0.41% of the 13F portfolio, value $1,782,721.

    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 47,012 shares
    Change vs previous 13F -2,410 shares

    0.54% of the 13F portfolio, value $2,173,361.

    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 49,422 shares
    Change vs previous 13F -5,408 shares

    0.68% of the 13F portfolio, value $2,277,388.

    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 54,830 shares
    Change vs previous 13F +277 shares

    0.76% of the 13F portfolio, value $2,478,318.

    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 54,553 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,570,544.

    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).