Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- Latest filing
- Jul 22, 2026
CCD holding history
Calamos Dynamic Convertible & Income Fund 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.
CCD overviewAll 13F holders of CCDFull Q2 2026 holdings
- Shares (Q2 2026)
- 13,719
- Value
- $353.5K
- % of portfolio
- 0.1%
- Quarters held
- 11
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 13,719 | $353.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 13,719 | $292.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 13,719 | $286.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 13,719 | $288.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 13,719 | $276.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 13,719 | $292.1K | 0.1% | +13,719 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −24,616−100.0% | Sold out | Holders |
| Q1 2024 | 24,616 | $536.6K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2023 | 24,616 | $486.9K | 0.2% | +24,616 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −9,616−100.0% | Sold out | Holders |
| Q2 2023 | 9,616 | $209.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 9,616 | $204.8K | 0.1% | +9,616 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −10,116−100.0% | Sold out | Holders |
| Q3 2022 | 10,116 | $203.0K | 0.1% | +10,116 | New | Holders |