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Tempus Wealth Planning, LLC: SPTL position timeline

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

Tempus Wealth Planning, LLC held 60,468 SPTL 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 60,468 shares
    Change vs previous 13F +1,660 shares

    0.31% of the 13F portfolio, value $1,586,066.

    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 58,808 shares
    Change vs previous 13F +2,545 shares

    0.36% of the 13F portfolio, value $1,546,641.

    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 56,263 shares
    Change vs previous 13F +806 shares

    0.34% of the 13F portfolio, value $1,489,281.

    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 55,457 shares
    Change vs previous 13F +637 shares

    0.34% of the 13F portfolio, value $1,494,555.

    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 54,820 shares
    Change vs previous 13F +1,616 shares

    0.36% of the 13F portfolio, value $1,457,117.

    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 53,204 shares
    Change vs previous 13F -2,291 shares

    0.43% of the 13F portfolio, value $1,450,342.

    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 55,495 shares
    Change vs previous 13F -933 shares

    0.44% of the 13F portfolio, value $1,453,416.

    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 56,428 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,640,366.

    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).