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Tempus Wealth Planning, LLC: TLT position timeline

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

Tempus Wealth Planning, LLC held 29,236 TLT 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 29,236 shares
    Change vs previous 13F -2,544 shares

    0.49% of the 13F portfolio, value $2,526,560.

    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 31,780 shares
    Change vs previous 13F +15,789 shares

    0.63% of the 13F portfolio, value $2,755,025.

    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 15,991 shares
    Change vs previous 13F -12,323 shares

    0.32% of the 13F portfolio, value $1,393,760.

    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 28,314 shares
    Change vs previous 13F +14,381 shares

    0.58% of the 13F portfolio, value $2,530,389.

    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 13,933 shares
    Change vs previous 13F +5,993 shares

    0.31% of the 13F portfolio, value $1,229,621.

    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 7,940 shares
    Change vs previous 13F -413 shares

    0.22% of the 13F portfolio, value $722,786.

    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 8,353 shares
    Change vs previous 13F +882 shares

    0.22% of the 13F portfolio, value $729,461.

    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 7,471 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $732,888.

    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).