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Tempus Wealth Planning, LLC: QQQ position timeline

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

Tempus Wealth Planning, LLC held 15,926 QQQ 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 15,926 shares
    Change vs previous 13F +1,685 shares

    2.3% of the 13F portfolio, value $11,727,674.

    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 14,241 shares
    Change vs previous 13F -207 shares

    1.89% of the 13F portfolio, value $8,219,438.

    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 14,448 shares
    Change vs previous 13F -140 shares

    2.03% of the 13F portfolio, value $8,875,634.

    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 14,588 shares
    Change vs previous 13F -1,873 shares

    2.01% of the 13F portfolio, value $8,758,477.

    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 16,461 shares
    Change vs previous 13F +2,507 shares

    2.26% of the 13F portfolio, value $9,080,353.

    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 13,954 shares
    Change vs previous 13F +32 shares

    1.95% of the 13F portfolio, value $6,543,246.

    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 13,922 shares
    Change vs previous 13F +5,110 shares

    2.17% of the 13F portfolio, value $7,117,275.

    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 8,812 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $4,300,714.

    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).