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Tempus Wealth Planning, LLC: PFF position timeline

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

Tempus Wealth Planning, LLC held 8,052 PFF 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 8,052 shares
    Change vs previous 13F -29,700 shares

    0.05% of the 13F portfolio, value $245,492.

    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 37,752 shares
    Change vs previous 13F +20,018 shares

    0.26% of the 13F portfolio, value $1,144,641.

    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 17,734 shares
    Change vs previous 13F -65,518 shares

    0.13% of the 13F portfolio, value $549,037.

    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 83,252 shares
    Change vs previous 13F +2,531 shares

    0.6% of the 13F portfolio, value $2,632,437.

    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 80,721 shares
    Change vs previous 13F +29,935 shares

    0.62% of the 13F portfolio, value $2,476,527.

    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 50,786 shares
    Change vs previous 13F +35,788 shares

    0.47% of the 13F portfolio, value $1,560,664.

    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 14,998 shares
    Change vs previous 13F +5,836 shares

    0.14% of the 13F portfolio, value $471,535.

    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 9,162 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $304,449.

    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).