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Livermore
Livermore
ZHEN

Tempus Wealth Planning, LLC

SEC CIK
0001806428
Latest filing
Jul 22, 2026

BAC holding history

Bank of America Corp in every 13F filed by Tempus Wealth Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
31,921
Value
$1.82M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of BAC by Tempus Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,921$1.82M0.4%+155+0.5%AddedHolders
Q1 202631,766$1.55M0.4%−47−0.1%ReducedHolders
Q4 202531,813$1.75M0.4%+77+0.2%AddedHolders
Q3 202531,736$1.64M0.4%−249−0.8%ReducedHolders
Q2 202531,985$1.51M0.4%+594+1.9%AddedHolders
Q1 202531,391$1.31M0.4%+51+0.2%AddedHolders
Q4 202431,340$1.38M0.4%−392−1.2%ReducedHolders
Q3 202431,732$1.26M0.5%+130.0%AddedHolders
Q2 202431,719$1.26M0.5%+1,563+5.2%AddedHolders
Q1 202430,156$1.14M0.5%−33−0.1%ReducedHolders
Q4 202330,189$1.02M0.4%−467−1.5%ReducedHolders
Q3 202330,656$839.4K0.4%−24,872−44.8%ReducedHolders
Q2 202355,528$1.59M0.7%−160.0%ReducedHolders
Q1 202355,544$1.59M0.8%−45−0.1%ReducedHolders
Q4 202255,589$1.84M1.1%+332+0.6%AddedHolders
Q3 202255,257$1.67M1.1%+17,433+46.1%AddedHolders
Q2 202237,824$1.18M1.0%+1,830+5.1%AddedHolders
Q1 202235,994$1.48M1.1%−546−1.5%ReducedHolders
Q4 202136,540$1.63M0.9%00.0%UnchangedHolders
Q3 202136,540$1.55M0.9%+938+2.6%AddedHolders
Q2 202135,602$1.47M1.0%+9,545+36.6%AddedHolders
Q1 202126,057$1.01M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.