Position in EVH
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$363,591
-$331,621 QoQ
Shares Held
159,470
-8.2% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EVH Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Tempus Wealth Planning, LLC holds $363,591 across 1 Health Information Services name. EVH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVH |
Evolent Health, Inc.
This page
|
159,470 | $363,591 |
All Filings in EVH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $363,591 | 159,470 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $695,212 | 173,803 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $498,657 | 58,943 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $409,028 | 43,192 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $239,850 | 21,320 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||