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Tempus Wealth Planning, LLC: SPHQ position timeline

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

Tempus Wealth Planning, LLC held 26,852 SPHQ 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 26,852 shares
    Change vs previous 13F +4,244 shares

    0.47% of the 13F portfolio, value $2,419,383.

    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 22,608 shares
    Change vs previous 13F +1,900 shares

    0.39% of the 13F portfolio, value $1,699,910.

    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 20,708 shares
    Change vs previous 13F -1,050 shares

    0.36% of the 13F portfolio, value $1,554,150.

    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 21,758 shares
    Change vs previous 13F -16,259 shares

    0.37% of the 13F portfolio, value $1,594,658.

    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 38,017 shares
    Change vs previous 13F +10,957 shares

    0.68% of the 13F portfolio, value $2,709,105.

    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 27,060 shares
    Change vs previous 13F -11,720 shares

    0.54% of the 13F portfolio, value $1,795,160.

    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 38,780 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,599,423.

    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).