Ownership history in Tempus Wealth Planning, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Tempus Wealth Planning, LLC reported a position in TESLA INC (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Tempus Wealth Planning, LLC outperformed the S&P 500 by +18.0% annually on this TSLA position. Timing score: 40% (8/20 decisions correct). Average cost basis: $270.15. Maximum drawdown during holding period: β65.7%.
π₯ Exceptional β beat the S&P 500 by 18.0% per year on this position.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 20 add/trim decisions correct
Best entry: $123.18 (2022 Q4) Β· Worst: $449.72 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
16 adds Β· 5 trims. Bought during 6 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Tempus Wealth Planning, LLC has been actively increasing its TSLA allocation β a bullish signal from insiders.
Currently 1.61% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size