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Disclosery

Tempus Wealth Planning, LLC: SCHO position timeline

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

Tempus Wealth Planning, LLC held 52,725 SCHO 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 52,725 shares
    Change vs previous 13F +3,881 shares

    0.25% of the 13F portfolio, value $1,272,781.

    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 48,844 shares
    Change vs previous 13F +4,746 shares

    0.27% of the 13F portfolio, value $1,185,444.

    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 44,098 shares
    Change vs previous 13F +5,425 shares

    0.25% of the 13F portfolio, value $1,074,668.

    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 38,673 shares
    Change vs previous 13F +4,317 shares

    0.22% of the 13F portfolio, value $943,621.

    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 34,356 shares
    Change vs previous 13F +576 shares

    0.21% of the 13F portfolio, value $837,599.

    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 33,780 shares
    Change vs previous 13F +1,279 shares

    0.25% of the 13F portfolio, value $822,205.

    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 32,501 shares
    Change vs previous 13F +17,596 shares

    0.24% of the 13F portfolio, value $781,974.

    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 14,905 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $730,047.

    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).