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Livermore
Livermore
ZHEN

Tempus Wealth Planning, LLC

SEC CIK
0001806428
Latest filing
Jul 22, 2026

CVS holding history

CVS Health 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.

CVS overviewAll 13F holders of CVSFull Q2 2026 holdings

Shares (Q2 2026)
2,367
Value
$244.9K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of CVS by Tempus Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,367$244.9K<0.1%+2,367NewHolders
Q1 20260$00.0%−2,685−100.0%Sold outHolders
Q4 20252,685$213.1K<0.1%−80−2.9%ReducedHolders
Q3 20252,765$208.4K<0.1%−163−5.6%ReducedHolders
Q2 20252,928$202.0K0.1%−250−7.9%ReducedHolders
Q1 20253,178$215.3K0.1%+3,178NewHolders
Q3 20240$00.0%−4,317−100.0%Sold outHolders
Q2 20244,317$255.0K0.1%+1,534+55.1%AddedHolders
Q1 20242,783$222.0K0.1%−4,217−60.2%ReducedHolders
Q4 20237,000$552.7K0.2%−474−6.3%ReducedHolders
Q3 20237,474$521.8K0.3%−724−8.8%ReducedHolders
Q2 20238,198$566.7K0.3%+466+6.0%AddedHolders
Q1 20237,732$574.5K0.3%+1,267+19.6%AddedHolders
Q4 20226,465$602.5K0.4%+801+14.1%AddedHolders
Q3 20225,664$540.0K0.4%−904−13.8%ReducedHolders
Q2 20226,568$609.0K0.5%−409−5.9%ReducedHolders
Q1 20226,977$706.0K0.5%−2,419−25.7%ReducedHolders
Q4 20219,396$969.0K0.5%−254−2.6%ReducedHolders
Q3 20219,650$819.0K0.5%+73+0.8%AddedHolders
Q2 20219,577$799.0K0.5%+2,407+33.6%AddedHolders
Q1 20217,170$539.0K0.6%––Holders

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