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CIK 0001806428 • 7 13F filings • May 6, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("tempus-wealth-planning-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001806428-25-000004 |
| $435.7M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001806428-26-000003 | $511.4M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003906 | $401.2M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001806428-26-000002 | $435.2M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002656 | $334.8M | View |