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Tempus Wealth Planning, LLC: QUAL position timeline

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

Tempus Wealth Planning, LLC held 4,360 QUAL 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 4,360 shares
    Change vs previous 13F -5,612 shares

    0.19% of the 13F portfolio, value $956,642.

    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 9,972 shares
    Change vs previous 13F +1,011 shares

    0.44% of the 13F portfolio, value $1,912,637.

    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 8,961 shares
    Change vs previous 13F -3,341 shares

    0.41% of the 13F portfolio, value $1,779,866.

    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 12,302 shares
    Change vs previous 13F +183 shares

    0.55% of the 13F portfolio, value $2,392,673.

    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 12,119 shares
    Change vs previous 13F +1,971 shares

    0.55% of the 13F portfolio, value $2,215,527.

    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 10,148 shares
    Change vs previous 13F +2,514 shares

    0.52% of the 13F portfolio, value $1,734,228.

    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 7,634 shares
    Change vs previous 13F +1,164 shares

    0.42% of the 13F portfolio, value $1,359,442.

    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 6,470 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,159,988.

    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).