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.
| 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 |
| 2024 Q3 | REDUCED | 6,467 | -6,763 | -51.1% | 0.01% | $166K | $25.09 |
| 2024 Q2 | REDUCED | 13,230 | -12,849 | -49.3% | 0.02% | $331K | $23.20 |
| 2024 Q1 | UNCHANGED | 26,079 | — | 0% | 0.05% | $590K | $23.80 |
| 2023 Q4 | REDUCED | 26,079 | -24,112 | -48.0% | 0.05% | $590K | $21.72 |
| 2023 Q3 | REDUCED | 50,191 | -22,081 | -30.6% | 0.12% | $1.1M | $21.01 |
| 2023 Q2 | REDUCED | 72,272 | -17,255 | -19.3% | 0.18% | $1.6M | $21.55 |
As of 2025 Q3 — sorted by position size