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Tempus Wealth Planning, LLC: SHV position timeline

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

Tempus Wealth Planning, LLC held 19,505 SHV 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 19,505 shares
    Change vs previous 13F -2,932 shares

    0.42% of the 13F portfolio, value $2,152,322.

    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 22,437 shares
    Change vs previous 13F +4,284 shares

    0.57% of the 13F portfolio, value $2,476,858.

    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 18,153 shares
    Change vs previous 13F -1,807 shares

    0.46% of the 13F portfolio, value $1,999,587.

    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 19,960 shares
    Change vs previous 13F -7,240 shares

    0.51% of the 13F portfolio, value $2,205,344.

    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 27,200 shares
    Change vs previous 13F +10,792 shares

    0.75% of the 13F portfolio, value $3,003,430.

    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 16,408 shares
    Change vs previous 13F +9,385 shares

    0.54% of the 13F portfolio, value $1,812,481.

    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 7,023 shares
    Change vs previous 13F +2,033 shares

    0.24% of the 13F portfolio, value $773,269.

    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 4,990 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $552,020.

    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).