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Tempus Wealth Planning, LLC: SCHF position timeline

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

Tempus Wealth Planning, LLC held 201,709 SCHF 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 201,709 shares
    Change vs previous 13F +7,928 shares

    1.09% of the 13F portfolio, value $5,587,345.

    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 193,781 shares
    Change vs previous 13F -205 shares

    1.1% of the 13F portfolio, value $4,796,088.

    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 193,986 shares
    Change vs previous 13F +6,211 shares

    1.07% of the 13F portfolio, value $4,663,432.

    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 187,775 shares
    Change vs previous 13F +10,388 shares

    1% of the 13F portfolio, value $4,371,408.

    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 177,387 shares
    Change vs previous 13F +8,715 shares

    0.98% of the 13F portfolio, value $3,920,259.

    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 168,672 shares
    Change vs previous 13F +9,781 shares

    1% of the 13F portfolio, value $3,336,325.

    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 158,891 shares
    Change vs previous 13F +81,778 shares

    0.9% of the 13F portfolio, value $2,939,477.

    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 77,113 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,170,907.

    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).