Tempus Wealth Planning, LLC: SPHY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tempus Wealth Planning, LLC on SPHY, newest first. How the timeline and the estimate are built.
Tempus Wealth Planning, LLC held 52,438 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 52,438 sharesChange vs previous 13F +52,438 shares
0.24% of the 13F portfolio, value $1,229,147.
13F-HR 0001806428-26-000003 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -60,468 shares
13F-HR 0001806428-26-000002 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 60,468 sharesChange vs previous 13F 0 shares
0.33% of the 13F portfolio, value $1,431,278.
13F-HR 0001806428-26-000001 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 60,468 sharesChange vs previous 13F 0 shares
0.33% of the 13F portfolio, value $1,447,604.
13F-HR 0001806428-25-000004 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 60,468 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $1,439,138.
13F-HR 0001085146-25-003906 filed by Tempus Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).