Tempus Wealth Planning, LLC 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), from the quarter ended 2026-03-31 to 2026-06-30, Tempus Wealth Planning, LLC opened 0 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was DUPONT DE NEMOURS INC (-$329,302); the largest decrease was DUPONT DE NEMOURS INC (-$329,302).
- DUPONT DE NEMOURS INC: Country of operation United States; Class COM; Shares 2026-03-31 7,190; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1806428): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-22). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Stewardship Advisors, LLC | United States | $0.435B | 168 |
| GREAT POINT PARTNERS LLC | United States | $0.435B | 42 |
| Integris Wealth Management, LLC | United States | $0.435B | 124 |
| Gimbel Daniel Scott | United States | $0.435B | 3 |
| MBM WEALTH CONSULTANTS, LLC | United States | $0.436B | 387 |
| JPL Wealth Management, LLC | United States | $0.435B | 2,172 |
| Summit Wealth Group, LLC | United States | $0.436B | 126 |
| Seafarer Capital Partners, LLC | United States | $0.436B | 9 |
| Div Capital Phoenix Assets Ltd | Cayman Islands | $0.434B | 11 |
| Roof Eidam Maycock Peralta, LLC | United States | $0.436B | 125 |