Tempus Wealth Planning, LLC

SEC CIK: 0001806428
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. 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.

SOFI overview All 13F holders of SOFI Full Q2 2026 holdings

Shares (Q2 2026): 14,694
Value: $263.5K
% of portfolio: 0.1%
Quarters held: 2; Since Q2 2024

Holdings of SOFI by Tempus Wealth Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,694	$263.5K	0.1%	+14,694	New	Holders
Q3 2024	0	$0	0.0%	−15,786−100.0%	Sold out	Holders
Q2 2024	15,786	$104.3K	<0.1%	+15,786	New	Holders