EverSource Wealth Advisors, LLC TPHE — TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF

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

AI Ownership Summary

EverSource Wealth Advisors, LLC reported TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF (TPHE) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.05% in 2023 Q4. The latest visible filing shows TPHE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TPHE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TPHE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TPHE stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held TPHE — position size vs. price
% of Fund (quarterly)    TPHE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 3,465 +22 +0.6% 0.00% $90K 2025-11-10 $26.16
2025 Q2 REDUCED 25.7% +4.3% ❌ 3,443 -1,194 -25.7% 0.00% $87K 2025-08-13 $25.84
2025 Q1 REDUCED — — — 4,637 -128 -2.7% 0.01% $119K 2025-05-13 $24.40
2024 Q4 REDUCED 26.3% +4.1% ❌ 4,765 -1,702 -26.3% 0.01% $118K 2025-02-10 $24.98
2024 Q3 REDUCED 51.1% -3.2% ✅ 6,467 -6,763 -51.1% 0.01% $166K 2024-11-08 $25.65
2024 Q2 REDUCED 49.3% +8.2% ❌ 13,230 -12,849 -49.3% 0.02% $331K 2024-08-13 $23.70
2024 Q1 UNCHANGED — — — 26,079 — 0% 0.05% $590K 2024-05-13 $23.58
2023 Q4 REDUCED 48.0% +9.0% ❌ 26,079 -24,112 -48.0% 0.05% $590K 2024-02-09 $21.53
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% WINNOW WEALTH LLC 0.1% 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%

FAQ About EverSource Wealth Advisors, LLC and TPHE

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning TPHE?

EverSource Wealth Advisors, LLC reported TPHE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TPHE position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for TPHE was 0.05% in 2023 Q4.

What is the latest reported TPHE position on this page?

The most recent filing on this page is 2025 Q3, when EverSource Wealth Advisors, LLC reported 3,465 shares, equal to 0.00% of portfolio, with an estimated market value of $90K.

What does the chart on this TPHE ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly TPHE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their TPHE position?

Based on 13F filing dates vs. subsequent TPHE price moves, EverSource Wealth Advisors, LLC correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on TPHE relative to SPY over the holding period was -13.9%.

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