TPHD — TIMOTHY PLAN

Ownership history in CreativeOne Wealth, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in TIMOTHY PLAN (TPHD). 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.

Peak position
0.62% (2023 Q3)
Avg. % of fund
0.37%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,520 -248 -2.3% 0.01% $414K $38.95
2025 Q2 REDUCED 10,768 -382 -3.4% 0.01% $407K $37.23
2025 Q1 REDUCED 11,150 -224,367 -95.3% 0.01% $419K $36.84
2024 Q4 REDUCED 235,517 -32,257 -12.0% 0.26% $8.6M $35.43
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TPHD price (monthly, adj. close)

Other funds also holding TPHD

As of 2025 Q4 — sorted by position size

Turning Point Benefit Group, Inc. 1.18% Sound Financial Strategies Group, LLC 3Y 0.79% WorthPointe, LLC 3Y 0.7% Frontier Asset Management, LLC 3Y 0.39% FAMILY WEALTH PARTNERS, LLC 0.38% MONEYWISE, INC. 3Y 7Y 0.38% Strategic Equity Management 3Y 0.36% Inspire Advisors, LLC 3Y 0.35% WIN ADVISORS, INC 3Y 0.32% O'Connor Financial Group LLC 0.29%
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