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Tempus Wealth Planning, LLC → STT-PG
Tempus Wealth Planning, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
89
Latest value
$643K
Q3 2026
Peak value
$11.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $354K |
| Q3 2025 | $1.6M |
| Q3 2025 | $1.7M |
| Q3 2025 | $1.1M |
| Q3 2025 | $964K |
| Q3 2025 | $1M |
| Q3 2025 | $1.2M |
| Q3 2025 | $258K |
| Q3 2025 | $2.4M |
| Q3 2025 | $1.5M |
| Q3 2025 | $7.9M |
| Q3 2025 | $3.8M |
| Q3 2025 | $200K |
| Q3 2025 | $233K |
| Q3 2025 | $2.6M |
| Q3 2025 | $1.4M |
| Q3 2025 | $4.9M |
| Q3 2025 | $641K |
| Q3 2025 | $681K |
| Q4 2025 | $262K |
| Q4 2025 | $1.7M |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.1M |
| Q4 2025 | $956K |
| Q4 2025 | $822K |
| Q4 2025 | $1.2M |
| Q4 2025 | $2.3M |
| Q4 2025 | $1.5M |
| Q4 2025 | $8.1M |
| Q4 2025 | $4.2M |
| Q4 2025 | $273K |
| Q4 2025 | $2.4M |
| Q4 2025 | $1.4M |
| Q4 2025 | $4.8M |
| Q4 2025 | $619K |
| Q4 2025 | $676K |
| Q1 2026 | $332K |
| Q1 2026 | $1.8M |
| Q1 2026 | $2M |
| Q1 2026 | $1.1M |
| Q1 2026 | $931K |
| Q1 2026 | $732K |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.4M |
| Q1 2026 | $1.5M |
| Q1 2026 | $7.6M |
| Q1 2026 | $5.2M |
| Q1 2026 | $2.4M |
| Q1 2026 | $7.3M |
| Q1 2026 | $565K |
| Q1 2026 | $247K |
| Q1 2026 | $610K |
| Q2 2026 | $266K |
| Q2 2026 | $2M |
| Q2 2026 | $2.2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $974K |
| Q2 2026 | $844K |
| Q2 2026 | $1.3M |
| Q2 2026 | $2.4M |
| Q2 2026 | $1.6M |
| Q2 2026 | $8.7M |
| Q2 2026 | $8.8M |
| Q2 2026 | $232K |
| Q2 2026 | $2.4M |
| Q2 2026 | $229K |
| Q2 2026 | $1.2M |
| Q2 2026 | $3.4M |
| Q2 2026 | $610K |
| Q2 2026 | $204K |
| Q2 2026 | $660K |
| Q3 2026 | $266K |
| Q3 2026 | $2M |
| Q3 2026 | $2.1M |
| Q3 2026 | $1.1M |
| Q3 2026 | $959K |
| Q3 2026 | $867K |
| Q3 2026 | $1.3M |
| Q3 2026 | $2.3M |
| Q3 2026 | $1.5M |
| Q3 2026 | $8.7M |
| Q3 2026 | $11.3M |
| Q3 2026 | $225K |
| Q3 2026 | $2.2M |
| Q3 2026 | $232K |
| Q3 2026 | $3.2M |
| Q3 2026 | $555K |
| Q3 2026 | $214K |
| Q3 2026 | $643K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $643K | 12.1K | — | — |
| Q3 2026 | $214K | 3.5K | — | — |
| Q3 2026 | $555K | 5.1K | — | — |
| Q3 2026 | $3.2M | 34.4K | — | — |
| Q3 2026 | $232K | 7.5K | — | — |
| Q3 2026 | $2.2M | 76.7K | — | — |
| Q3 2026 | $225K | 1.4K | — | — |
| Q3 2026 | $11.3M | 125.3K | — | — |
| Q3 2026 | $8.7M | 94.9K | — | — |
| Q3 2026 | $1.5M | 61.4K | — | — |
| Q3 2026 | $2.3M | 95.6K | — | — |
| Q3 2026 | $1.3M | 22.1K | — | — |
| Q3 2026 | $867K | 7.0K | — | — |
| Q3 2026 | $959K | 46.6K | — | — |
| Q3 2026 | $1.1M | 35.5K | — | — |
| Q3 2026 | $2.1M | 42.8K | — | — |
| Q3 2026 | $2M | 38.7K | — | — |
| Q3 2026 | $266K | 3.2K | — | — |
| Q2 2026 | $660K | 12.3K | — | — |
| Q2 2026 | $204K | 3.8K | — | — |
| Q2 2026 | $610K | 5.2K | — | — |
| Q2 2026 | $3.4M | 36.8K | — | — |
| Q2 2026 | $1.2M | 52.4K | — | — |
| Q2 2026 | $229K | 7.4K | — | — |
| Q2 2026 | $2.4M | 82.6K | — | — |
| Q2 2026 | $232K | 1.5K | — | — |
| Q2 2026 | $8.8M | 100.0K | — | — |
| Q2 2026 | $8.7M | 95.6K | — | — |
| Q2 2026 | $1.6M | 60.5K | — | — |
| Q2 2026 | $2.4M | 95.3K | — | — |
| Q2 2026 | $1.3M | 21.6K | — | — |
| Q2 2026 | $844K | 7.1K | — | — |
| Q2 2026 | $974K | 46.6K | — | — |
| Q2 2026 | $1.1M | 35.3K | — | — |
| Q2 2026 | $2.2M | 43.2K | — | — |
| Q2 2026 | $2M | 38.6K | — | — |
| Q2 2026 | $266K | 3.5K | — | — |
| Q1 2026 | $610K | 12.3K | — | — |
| Q1 2026 | $247K | 4.0K | — | — |
| Q1 2026 | $565K | 5.2K | — | — |
| Q1 2026 | $7.3M | 79.2K | — | — |
| Q1 2026 | $2.4M | 83.2K | — | — |
| Q1 2026 | $5.2M | 67.7K | — | — |
| Q1 2026 | $7.6M | 96.5K | — | — |
| Q1 2026 | $1.5M | 58.8K | — | — |
| Q1 2026 | $2.4M | 92.6K | — | — |
| Q1 2026 | $1.2M | 20.9K | — | — |
| Q1 2026 | $732K | 7.5K | — | — |
| Q1 2026 | $931K | 45.1K | — | — |
| Q1 2026 | $1.1M | 34.2K | — | — |
| Q1 2026 | $2M | 43.1K | — | — |
| Q1 2026 | $1.8M | 38.5K | — | — |
| Q1 2026 | $332K | 4.0K | — | — |
| Q4 2025 | $676K | 12.3K | — | — |
| Q4 2025 | $619K | 5.2K | — | — |
| Q4 2025 | $4.8M | 52.2K | — | — |
| Q4 2025 | $1.4M | 60.5K | — | — |
| Q4 2025 | $2.4M | 82.4K | — | — |
| Q4 2025 | $273K | 2.2K | — | — |
| Q4 2025 | $4.2M | 51.9K | — | — |
| Q4 2025 | $8.1M | 97.6K | — | — |
| Q4 2025 | $1.5M | 56.3K | — | — |
| Q4 2025 | $2.3M | 89.9K | — | — |
| Q4 2025 | $1.2M | 21.2K | — | — |
| Q4 2025 | $822K | 7.7K | — | — |
| Q4 2025 | $956K | 44.7K | — | — |
| Q4 2025 | $1.1M | 34.1K | — | — |
| Q4 2025 | $1.8M | 41.2K | — | — |
| Q4 2025 | $1.7M | 36.0K | — | — |
| Q4 2025 | $262K | 3.9K | — | — |
| Q3 2025 | $681K | 12.6K | — | — |
| Q3 2025 | $641K | 2.7K | — | — |
| Q3 2025 | $4.9M | 53.2K | — | — |
| Q3 2025 | $1.4M | 60.5K | — | — |
| Q3 2025 | $2.6M | 89.4K | — | — |
| Q3 2025 | $233K | 2.3K | — | — |
| Q3 2025 | $200K | 628 | — | — |
| Q3 2025 | $3.8M | 48.8K | — | — |
| Q3 2025 | $7.9M | 98.5K | — | — |
| Q3 2025 | $1.5M | 55.5K | — | — |
| Q3 2025 | $2.4M | 93.7K | — | — |
| Q3 2025 | $258K | 2.6K | — | — |
| Q3 2025 | $1.2M | 20.9K | — | — |
| Q3 2025 | $1M | 9.8K | — | — |
| Q3 2025 | $964K | 45.1K | — | — |
| Q3 2025 | $1.1M | 34.8K | — | — |
| Q3 2025 | $1.7M | 40.3K | — | — |
| Q3 2025 | $1.6M | 34.9K | — | — |
| Q3 2025 | $354K | 5.5K | — | — |