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Tempus Wealth Planning, LLC: SPLV position timeline

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

Tempus Wealth Planning, LLC held 18,477 SPLV 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 18,477 shares
    Change vs previous 13F -52 shares

    0.27% of the 13F portfolio, value $1,383,927.

    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 18,529 shares
    Change vs previous 13F +256 shares

    0.31% of the 13F portfolio, value $1,355,218.

    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 18,273 shares
    Change vs previous 13F -61 shares

    0.3% of the 13F portfolio, value $1,305,058.

    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 18,334 shares
    Change vs previous 13F -571 shares

    0.31% of the 13F portfolio, value $1,347,182.

    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 18,905 shares
    Change vs previous 13F -146 shares

    0.34% of the 13F portfolio, value $1,376,662.

    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 19,051 shares
    Change vs previous 13F -1,349 shares

    0.43% of the 13F portfolio, value $1,423,491.

    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 20,400 shares
    Change vs previous 13F -346 shares

    0.44% of the 13F portfolio, value $1,428,000.

    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 20,746 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,488,111.

    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).