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Tempus Wealth Planning, LLC: XTEN position timeline

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

Tempus Wealth Planning, LLC held 32,998 XTEN 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 32,998 shares
    Change vs previous 13F -730 shares

    0.29% of the 13F portfolio, value $1,504,048.

    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 33,728 shares
    Change vs previous 13F +7,512 shares

    0.36% of the 13F portfolio, value $1,546,786.

    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 26,216 shares
    Change vs previous 13F +1,920 shares

    0.28% of the 13F portfolio, value $1,211,711.

    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 24,296 shares
    Change vs previous 13F -5,955 shares

    0.26% of the 13F portfolio, value $1,132,914.

    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 30,251 shares
    Change vs previous 13F +17,684 shares

    0.35% of the 13F portfolio, value $1,396,406.

    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 12,567 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $585,245.

    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).