Tempus Wealth Planning, LLC: LH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tempus Wealth Planning, LLC on LH, newest first. How the timeline and the estimate are built.
Tempus Wealth Planning, LLC held 2,175 LH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 2,175 sharesChange vs previous 13F -81 shares
0.12% of the 13F portfolio, value $609,126.
13F-HR 0001806428-26-000003 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,256 sharesChange vs previous 13F -103 shares
0.14% of the 13F portfolio, value $601,887.
13F-HR 0001806428-26-000002 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,359 sharesChange vs previous 13F +20 shares
0.14% of the 13F portfolio, value $591,766.
13F-HR 0001806428-26-000001 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,339 sharesChange vs previous 13F +2 shares
0.15% of the 13F portfolio, value $671,324.
13F-HR 0001806428-25-000004 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,337 sharesChange vs previous 13F +45 shares
0.15% of the 13F portfolio, value $613,403.
13F-HR 0001085146-25-003906 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,292 sharesChange vs previous 13F +112 shares
0.16% of the 13F portfolio, value $533,355.
13F-HR 0001085146-25-002656 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,180 sharesChange vs previous 13F +191 shares
0.15% of the 13F portfolio, value $499,841.
13F-HR 0001085146-25-000489 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,989 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $444,490.
13F-HR 0001085146-24-005048 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).