Skip to content
Disclosery

Tempus Wealth Planning, LLC: MBB position timeline

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

Tempus Wealth Planning, LLC held 19,858 MBB 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 19,858 shares
    Change vs previous 13F +5,792 shares

    0.37% of the 13F portfolio, value $1,876,954.

    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 14,066 shares
    Change vs previous 13F +3,190 shares

    0.31% of the 13F portfolio, value $1,335,576.

    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 10,876 shares
    Change vs previous 13F +534 shares

    0.24% of the 13F portfolio, value $1,035,622.

    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 10,342 shares
    Change vs previous 13F -1,681 shares

    0.23% of the 13F portfolio, value $984,043.

    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 12,023 shares
    Change vs previous 13F +1,031 shares

    0.28% of the 13F portfolio, value $1,128,829.

    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 10,992 shares
    Change vs previous 13F -1,008 shares

    0.31% of the 13F portfolio, value $1,030,795.

    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 12,000 shares
    Change vs previous 13F +316 shares

    0.34% of the 13F portfolio, value $1,100,121.

    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 11,684 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,119,426.

    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).