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Tempus Wealth Planning, LLC

SEC CIK
0001806428
Latest filing
Jul 22, 2026

WFC holding history

Wells Fargo & Company 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.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of WFC by Tempus Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,833−100.0%Sold outHolders
Q4 20252,833$264.0K0.1%−478−14.4%ReducedHolders
Q3 20253,311$277.5K0.1%00.0%UnchangedHolders
Q2 20253,311$265.3K0.1%+20+0.6%AddedHolders
Q1 20253,291$236.3K0.1%00.0%UnchangedHolders
Q4 20243,291$231.2K0.1%+3,291NewHolders
Q3 20230$00.0%−4,873−100.0%Sold outHolders
Q2 20234,873$208.0K0.1%+4,873NewHolders
Q1 20230$00.0%−4,873−100.0%Sold outHolders
Q4 20224,873$201.2K0.1%+4,873NewHolders
Q2 20220$00.0%−4,873−100.0%Sold outHolders
Q1 20224,873$236.0K0.2%−1,583−24.5%ReducedHolders
Q4 20216,456$310.0K0.2%−25−0.4%ReducedHolders
Q3 20216,481$301.0K0.2%−42−0.6%ReducedHolders
Q2 20216,523$295.0K0.2%00.0%UnchangedHolders
Q1 20216,523$255.0K0.3%––Holders

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