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Tempus Wealth Planning, LLC: PLTR position timeline

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

Tempus Wealth Planning, LLC held 10,262 PLTR 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 10,262 shares
    Change vs previous 13F +664 shares

    0.23% of the 13F portfolio, value $1,197,268.

    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 9,598 shares
    Change vs previous 13F +551 shares

    0.32% of the 13F portfolio, value $1,403,995.

    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 9,047 shares
    Change vs previous 13F +134 shares

    0.37% of the 13F portfolio, value $1,608,104.

    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 8,913 shares
    Change vs previous 13F +955 shares

    0.37% of the 13F portfolio, value $1,625,909.

    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 7,958 shares
    Change vs previous 13F +4,443 shares

    0.27% of the 13F portfolio, value $1,084,835.

    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 3,515 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $296,666.

    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).