TPHE — TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF (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.

Peak position
0.36% (2022 Q3)
Avg. % of fund
0.12%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,465 +22 +0.6% 0.00% $90K $26.11
2025 Q2 REDUCED 3,443 -1,194 -25.7% 0.00% $87K $25.00
2025 Q1 REDUCED 4,637 -128 -2.7% 0.01% $119K $25.32
2024 Q4 REDUCED 4,765 -1,702 -26.3% 0.01% $118K $24.33
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Wealth Watch Advisors, INC 0.0% LPL Financial LLC 3Y 7Y 0.0% Ameritas Advisory Services, LLC 3Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%
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