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Livermore
Livermore
ZHEN

Tempus Wealth Planning, LLC

SEC CIK
0001806428
Latest filing
Jul 22, 2026

WM holding history

Waste Management 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.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q2 2026)
7,691
Value
$1.71M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WM by Tempus Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,691$1.71M0.3%+115+1.5%AddedHolders
Q1 20267,576$1.74M0.4%+182+2.5%AddedHolders
Q4 20257,394$1.62M0.4%+215+3.0%AddedHolders
Q3 20257,179$1.59M0.4%−96−1.3%ReducedHolders
Q2 20257,275$1.66M0.4%+411+6.0%AddedHolders
Q1 20256,864$1.59M0.5%+171+2.6%AddedHolders
Q4 20246,693$1.35M0.4%+785+13.3%AddedHolders
Q3 20245,908$1.23M0.4%+944+19.0%AddedHolders
Q2 20244,964$1.06M0.4%00.0%UnchangedHolders
Q1 20244,964$1.06M0.5%+20.0%AddedHolders
Q4 20234,962$888.7K0.4%−5−0.1%ReducedHolders
Q3 20234,967$757.2K0.4%−1,800−26.6%ReducedHolders
Q2 20236,767$1.17M0.5%−21−0.3%ReducedHolders
Q1 20236,788$1.11M0.5%−511−7.0%ReducedHolders
Q4 20227,299$1.15M0.7%−228−3.0%ReducedHolders
Q3 20227,527$1.21M0.8%+657+9.6%AddedHolders
Q2 20226,870$1.05M0.9%00.0%UnchangedHolders
Q1 20226,870$1.09M0.8%00.0%UnchangedHolders
Q4 20216,870$1.15M0.6%00.0%UnchangedHolders
Q3 20216,870$1.03M0.6%00.0%UnchangedHolders
Q2 20216,870$963.0K0.6%+735+12.0%AddedHolders
Q1 20216,135$792.0K0.8%––Holders

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