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Tempus Wealth Planning, LLC: SCHH position timeline

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

Tempus Wealth Planning, LLC held 72,954 SCHH 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 72,954 shares
    Change vs previous 13F +2,603 shares

    0.34% of the 13F portfolio, value $1,727,544.

    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 70,351 shares
    Change vs previous 13F -702 shares

    0.35% of the 13F portfolio, value $1,511,837.

    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 71,053 shares
    Change vs previous 13F +1,954 shares

    0.34% of the 13F portfolio, value $1,484,295.

    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 69,099 shares
    Change vs previous 13F +4,357 shares

    0.34% of the 13F portfolio, value $1,490,455.

    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 64,742 shares
    Change vs previous 13F +4,358 shares

    0.34% of the 13F portfolio, value $1,369,930.

    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 60,384 shares
    Change vs previous 13F +3,917 shares

    0.39% of the 13F portfolio, value $1,298,867.

    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 56,467 shares
    Change vs previous 13F +1,620 shares

    0.36% of the 13F portfolio, value $1,189,196.

    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 54,847 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,270,811.

    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).