Tempus Wealth Planning, LLC WYNN — WYNN RESORTS LTD

Ownership history in Tempus Wealth Planning, LLC  ·  21 quarters on record

AI Ownership Summary

Tempus Wealth Planning, LLC reported WYNN RESORTS LTD (WYNN) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.42% in 2024 Q1. The latest visible filing shows WYNN at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WYNN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tempus Wealth Planning, LLC's position in WYNN RESORTS LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WYNN was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WYNN stock page Tempus Wealth Planning, LLC fund profile Tempus Wealth Planning, LLC full holdings
How Tempus Wealth Planning, LLC held WYNN — position size vs. price
% of Fund (quarterly)    WYNN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 11,677 -252 -2.1% 0.27% $1.2M 2026-04-29 $104.24
2025 Q4 REDUCED — — — 11,929 -33 -0.3% 0.33% $1.4M 2026-01-16 $114.08
2025 Q3 REDUCED — — — 11,962 -97 -0.8% 0.35% $1.5M 2025-11-06 $122.02
2025 Q2 ADDED — — — 12,059 +1,250 +11.6% 0.28% $1.1M 2025-07-17 $108.73
2025 Q1 ADDED — — — 10,809 +91 +0.8% 0.27% $903K 2025-05-06 $82.76
2024 Q4 ADDED — — — 10,718 +1,607 +17.6% 0.28% $923K 2025-01-24 $83.99
2024 Q3 REDUCED — — — 9,111 -194 -2.1% 0.32% $874K 2024-10-22 $97.96
2024 Q2 ADDED — — — 9,305 +58 +0.6% 0.35% $833K 2024-07-25 $79.10
2024 Q1 REDUCED — — — 9,247 -219 -2.3% 0.42% $945K 2024-04-19 $93.07
2023 Q4 REDUCED 6.4% +17.2% ❌ 9,466 -643 -6.4% 0.38% $862K 2024-01-24 $92.17
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WYNN

As of 2026 Q1 — sorted by position size

Fairvoy Private Wealth, LLC 0.66% AGP FRANKLIN, LLC 0.44% HMS Capital Management, LLC 3Y 7Y 0.41% LAZARI CAPITAL MANAGEMENT, INC. 0.37% Oak Harvest Investment Services 3Y 0.35% CAPITAL FINANCIAL GROUP INC\CO\ /ADV 0.31% Citadel Investment Advisory, Inc. 3Y 0.28% Navalign, LLC 3Y 0.21% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.16% U.S. Capital Wealth Advisors, LLC 3Y 0.14%

FAQ About Tempus Wealth Planning, LLC and WYNN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tempus Wealth Planning, LLC reported owning WYNN?

Tempus Wealth Planning, LLC reported WYNN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WYNN position in Tempus Wealth Planning, LLC's portfolio?

The largest reported portfolio weight for WYNN was 0.42% in 2024 Q1.

What is the latest reported WYNN position on this page?

The most recent filing on this page is 2026 Q1, when Tempus Wealth Planning, LLC reported 11,677 shares, equal to 0.27% of portfolio, with an estimated market value of $1.2M.

What does the chart on this WYNN ownership page compare?

The chart compares Tempus Wealth Planning, LLC's quarterly WYNN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Tempus Wealth Planning, LLC time their WYNN position?

Based on 13F filing dates vs. subsequent WYNN price moves, Tempus Wealth Planning, LLC correctly timed 12 out of 20 reported position changes (60%). The annualised alpha on WYNN relative to SPY over the holding period was -8.9%.

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