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Tempus Wealth Planning, LLC: LQD position timeline

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

Tempus Wealth Planning, LLC held 8,167 LQD 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 8,167 shares
    Change vs previous 13F +224 shares

    0.17% of the 13F portfolio, value $890,778.

    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 7,943 shares
    Change vs previous 13F +15 shares

    0.2% of the 13F portfolio, value $865,702.

    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 7,928 shares
    Change vs previous 13F -364 shares

    0.2% of the 13F portfolio, value $873,640.

    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 8,292 shares
    Change vs previous 13F +73 shares

    0.21% of the 13F portfolio, value $924,335.

    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 8,219 shares
    Change vs previous 13F +16 shares

    0.22% of the 13F portfolio, value $900,920.

    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 8,203 shares
    Change vs previous 13F +115 shares

    0.27% of the 13F portfolio, value $891,621.

    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 8,088 shares
    Change vs previous 13F +775 shares

    0.26% of the 13F portfolio, value $864,092.

    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 7,313 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $826,193.

    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).