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Tempus Wealth Planning, LLC: SPTM position timeline

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

Tempus Wealth Planning, LLC held 95,564 SPTM 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 95,564 shares
    Change vs previous 13F -964 shares

    1.7% of the 13F portfolio, value $8,676,295.

    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 96,528 shares
    Change vs previous 13F -1,121 shares

    1.75% of the 13F portfolio, value $7,631,501.

    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 97,649 shares
    Change vs previous 13F -880 shares

    1.85% of the 13F portfolio, value $8,056,068.

    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 98,529 shares
    Change vs previous 13F +286 shares

    1.82% of the 13F portfolio, value $7,946,381.

    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 98,243 shares
    Change vs previous 13F +3,565 shares

    1.83% of the 13F portfolio, value $7,357,431.

    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 94,678 shares
    Change vs previous 13F -2,476 shares

    1.92% of the 13F portfolio, value $6,439,022.

    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 97,154 shares
    Change vs previous 13F +6,119 shares

    2.12% of the 13F portfolio, value $6,939,699.

    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 91,035 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $6,377,889.

    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).