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Tempus Wealth Planning, LLC: SPYM position timeline

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

Tempus Wealth Planning, LLC held 100,050 SPYM 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 100,050 shares
    Change vs previous 13F +32,392 shares

    1.72% of the 13F portfolio, value $8,792,398.

    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 67,658 shares
    Change vs previous 13F +15,785 shares

    1.19% of the 13F portfolio, value $5,178,547.

    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 51,873 shares
    Change vs previous 13F +3,048 shares

    0.95% of the 13F portfolio, value $4,161,272.

    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 48,825 shares
    Change vs previous 13F -4,507 shares

    0.88% of the 13F portfolio, value $3,824,958.

    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 53,332 shares
    Change vs previous 13F -15,868 shares

    0.97% of the 13F portfolio, value $3,876,702.

    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 69,200 shares
    Change vs previous 13F +9,434 shares

    1.36% of the 13F portfolio, value $4,550,582.

    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 59,766 shares
    Change vs previous 13F +26,094 shares

    1.26% of the 13F portfolio, value $4,120,302.

    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 33,672 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,273,191.

    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).