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Tempus Wealth Planning, LLC: SPMO position timeline

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

Tempus Wealth Planning, LLC held 60,131 SPMO 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 60,131 shares
    Change vs previous 13F +5,209 shares

    1.9% of the 13F portfolio, value $9,713,518.

    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 54,922 shares
    Change vs previous 13F -23,646 shares

    1.42% of the 13F portfolio, value $6,157,265.

    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 78,568 shares
    Change vs previous 13F +2,433 shares

    2.15% of the 13F portfolio, value $9,374,712.

    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 76,135 shares
    Change vs previous 13F +7,729 shares

    2.12% of the 13F portfolio, value $9,216,865.

    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 68,406 shares
    Change vs previous 13F +26,203 shares

    1.92% of the 13F portfolio, value $7,693,577.

    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 42,203 shares
    Change vs previous 13F +3,124 shares

    1.17% of the 13F portfolio, value $3,905,055.

    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 39,079 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $3,712,896.

    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).