Tempus Wealth Planning, LLC
Position in CCD — Calamos Dynamic Convertible & Income Fund
CIK 1806428
IRVINE, CA
Position in CCD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$353,538
+$60,638 QoQ
Shares Held
13,719
0.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#16
of 30 holders
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Tempus Wealth Planning, LLC holds $3,632,862 across 7 Asset Management names. CCD ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
39,005 | $924,808 | |
| 2 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
100,000 | $856,000 | |
| 3 | ARCC |
Ares Capital Corp
|
38,642 | $716,036 | |
| 4 | APO |
Apollo Global Management, Inc.
|
3,521 | $416,569 | |
| 5 | CCD |
Calamos Dynamic Convertible & Income Fund
This page
|
13,719 | $353,538 | |
| 6 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
23,657 | $259,990 | |
| 7 | PHK |
Pimco High Income Fund
|
22,730 | $105,921 |
All Filings in CCD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,538 | 13,719 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $292,900 | 13,719 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $286,178 | 13,719 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $288,647 | 13,719 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $276,643 | 13,719 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $292,077 | 13,719 | Shares | Sole | 2025-05-06 | |
| 2023-12-31 | $486,904 | 24,616 | Shares | Sole | 2024-01-24 | |
| 2023-06-30 | $209,051 | 9,616 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $204,820 | 9,616 | Shares | Sole | 2023-05-08 | |
| 2022-09-30 | $202,623 | 10,116 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||