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Livermore
Livermore
ZHEN

Tempus Wealth Planning, LLC

SEC CIK
0001806428
Latest filing
Jul 22, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
4,811
Value
$1.65M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of V by Tempus Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,811$1.65M0.3%+45+0.9%AddedHolders
Q1 20264,766$1.44M0.3%+183+4.0%AddedHolders
Q4 20254,583$1.61M0.4%+304+7.1%AddedHolders
Q3 20254,279$1.46M0.3%+75+1.8%AddedHolders
Q2 20254,204$1.49M0.4%+300+7.7%AddedHolders
Q1 20253,904$1.37M0.4%+100+2.6%AddedHolders
Q4 20243,804$1.20M0.4%+266+7.5%AddedHolders
Q3 20243,538$972.8K0.4%+681+23.8%AddedHolders
Q2 20242,857$749.8K0.3%+294+11.5%AddedHolders
Q1 20242,563$715.2K0.3%+442+20.8%AddedHolders
Q4 20232,121$552.1K0.2%−9−0.4%ReducedHolders
Q3 20232,130$489.9K0.2%+930+77.5%AddedHolders
Q2 20231,200$285.0K0.1%+230+23.7%AddedHolders
Q1 2023970$218.7K0.1%−506−34.3%ReducedHolders
Q4 20221,476$306.7K0.2%−931−38.7%ReducedHolders
Q3 20222,407$428.0K0.3%+2,407NewHolders
Q2 20220$00.0%−1,848−100.0%Sold outHolders
Q1 20221,848$410.0K0.3%−317−14.6%ReducedHolders
Q4 20212,165$469.0K0.3%00.0%UnchangedHolders
Q3 20212,165$482.0K0.3%+340+18.6%AddedHolders
Q2 20211,825$427.0K0.3%00.0%UnchangedHolders
Q1 20211,825$386.0K0.4%––Holders

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