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Tempus Wealth Planning, LLC: SCHG position timeline

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

Tempus Wealth Planning, LLC held 131,508 SCHG 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 131,508 shares
    Change vs previous 13F +6,475 shares

    0.87% of the 13F portfolio, value $4,450,231.

    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 125,033 shares
    Change vs previous 13F +2,173 shares

    0.84% of the 13F portfolio, value $3,642,211.

    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 122,860 shares
    Change vs previous 13F +3,944 shares

    0.92% of the 13F portfolio, value $4,007,693.

    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 118,916 shares
    Change vs previous 13F +7,288 shares

    0.87% of the 13F portfolio, value $3,794,610.

    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 111,628 shares
    Change vs previous 13F +5,601 shares

    0.81% of the 13F portfolio, value $3,260,654.

    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 106,027 shares
    Change vs previous 13F -7,225 shares

    0.79% of the 13F portfolio, value $2,654,916.

    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 113,252 shares
    Change vs previous 13F +84,674 shares

    0.96% of the 13F portfolio, value $3,156,333.

    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 28,578 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,977,256.

    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).