TPHE — TIMOTHY PLAN

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in TIMOTHY PLAN (TPHE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 230 +5 +2.2% 0.00% $6K $26.11
2023 Q4 UNCHANGED 225 — 0% 0.00% $5K $21.72
2023 Q1 UNCHANGED 225 — 0% 0.00% $5K $22.16
2022 Q4 INITIATED 225 — — 0.00% $5K —
% of Fund (quarterly)    TPHE price (monthly, adj. close)

Other funds also holding TPHE

As of 2025 Q3 — sorted by position size

Turning Point Benefit Group, Inc. 0.32% Optivise Advisory Services LLC 0.16% First Heartland Consultants, Inc. 3Y 7Y 0.03% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.03% Sound Financial Strategies Group, LLC 3Y 0.01% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.01% EverSource Wealth Advisors, LLC 3Y 0.0% Wealth Watch Advisors, INC 0.0% LPL Financial LLC 3Y 7Y 0.0% Ameritas Advisory Services, LLC 3Y 0.0%
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