Tempus Wealth Planning, LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Tempus Wealth Planning, LLC opened 3 positions, added to 7, reduced 0 and sold out of 5.
- Q2 2026: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 7,190.
- Q2 2025: Stock ROCKET LAB USA INC; Country of operation United States; Class COM; Shares before 16,657.
- Q2 2024: Stock GENERAL ELECTRIC CO; Country of operation —; Class COM; Shares before 90,964.
- Q2 2024: Stock LABORATORY CORP AMER HLDGS; Country of operation United States; Class COM NEW; Shares before 1,616.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1806428), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
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