Current Market Value 435,222,838
Current Holdings 270
Most Recent File Date 2026-04-28
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Tempus Wealth Planning, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-04-28 2026-03-31 13F-HR 270 435,223
2026-01-16 2025-12-31 13F-HR 275 436,472
2025-11-06 2025-09-30 13F-HR 276 435,733
2025-07-17 2025-06-30 13F-HR 259 401,239
2025-05-06 2025-03-31 13F-HR 252 334,789
2025-01-24 2024-12-31 13F-HR 247 327,360
2024-10-22 2024-09-30 13F-HR 220 272,982
2024-07-25 2024-06-30 13F-HR 206 239,382
2024-04-19 2024-03-31 13F-HR 191 227,268
2024-01-24 2023-12-31 13F-HR 192 227,759
2023-11-01 2023-09-30 13F-HR 167 199,459
2023-07-21 2023-06-30 13F-HR 185 221,628
2023-05-08 2023-03-31 13F-HR 177 204,584
2023-02-10 2022-12-31 13F-HR 181 164,599
2022-11-14 2022-09-30 13F-HR 179 149,947
2022-08-05 2022-06-30 13F-HR 127 121,630
2022-05-06 2022-03-31 13F-HR 139 140,636
2022-02-02 2021-12-31 13F-HR 149 185,371
2021-11-09 2021-09-30 13F-HR 159 176,589
2021-08-12 2021-06-30 13F-HR 151 150,713
2021-04-29 2021-03-31 13F-HR 100 94,458
2021-02-04 2020-12-31 13F-HR 81 77,519
2020-11-12 2020-09-30 13F-HR 77 69,133
2020-08-07 2020-06-30 13F-HR 69 67,045
2020-05-13 2020-03-31 13F-HR 60 61,028
2020-03-16 2019-12-31 13F-HR 78 113,385