TPLE β€” TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF

Ownership history in EverSource Wealth Advisors, LLC  Β·  16 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF (TPLE) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.09% in 2023 Q3. The latest visible filing shows TPLE at 0.01% 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 TPLE 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 US LARGE/MID CAP CORE 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

TPLE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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.

TPLE stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held TPLE β€” position size vs. price
% of Fund (quarterly)    TPLE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6,225 -567 -8.3% 0.01% $172K 2025-11-10 $27.74
2025 Q2 REDUCED 6,792 -642 -8.6% 0.01% $182K 2025-08-13 $27.31
2025 Q1 REDUCED 7,434 -142 -1.9% 0.01% $189K 2025-05-13 $26.17
2024 Q4 REDUCED 7,576 -1,315 -14.8% 0.01% $194K 2025-02-10 $26.44
2024 Q3 REDUCED 8,891 -6,077 -40.6% 0.01% $233K 2024-11-08 $26.78
2024 Q2 REDUCED 14,968 -13,723 -47.8% 0.03% $377K 2024-08-13 $24.37
2024 Q1 UNCHANGED 28,691 β€” 0% 0.06% $654K 2024-05-13 $24.13
2023 Q4 REDUCED 28,691 -11,235 -28.1% 0.06% $654K 2024-02-09 $22.88
2023 Q3 REDUCED 39,926 -12,245 -23.5% 0.09% $878K 2023-11-03 $20.98
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TPLE

As of 2025 Q4 β€” sorted by position size

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FAQ About EverSource Wealth Advisors, LLC and TPLE

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 TPLE?

EverSource Wealth Advisors, LLC reported TPLE across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

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

The largest reported portfolio weight for TPLE was 0.09% in 2023 Q3.

What is the latest reported TPLE position on this page?

The most recent filing on this page is 2025 Q3, when EverSource Wealth Advisors, LLC reported 6,225 shares, equal to 0.01% of portfolio, with an estimated market value of $172K.

What does the chart on this TPLE ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly TPLE 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.

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