Skip to content
Disclosery

Tempus Wealth Planning, LLC: VIG position timeline

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

Tempus Wealth Planning, LLC held 23,255 VIG 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 23,255 shares
    Change vs previous 13F +50 shares

    1.08% of the 13F portfolio, value $5,502,546.

    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 23,205 shares
    Change vs previous 13F -698 shares

    1.15% of the 13F portfolio, value $4,990,454.

    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 23,903 shares
    Change vs previous 13F -717 shares

    1.2% of the 13F portfolio, value $5,253,453.

    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 24,620 shares
    Change vs previous 13F +102 shares

    1.22% of the 13F portfolio, value $5,312,700.

    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 24,518 shares
    Change vs previous 13F +657 shares

    1.25% of the 13F portfolio, value $5,018,087.

    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 23,861 shares
    Change vs previous 13F -1,122 shares

    1.38% of the 13F portfolio, value $4,628,784.

    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 24,983 shares
    Change vs previous 13F -941 shares

    1.49% of the 13F portfolio, value $4,892,428.

    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 25,924 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $5,134,595.

    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).