First Heartland Consultants, Inc. TPLC TIMOTHY PLAN

Ownership history in First Heartland Consultants, Inc.  ·  21 quarters on record

AI Ownership Summary

First Heartland Consultants, Inc. reported TIMOTHY PLAN (TPLC) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.25% in 2026 Q1. The latest visible filing shows TPLC at 0.25% 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 TPLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Heartland Consultants, Inc.'s position in TIMOTHY PLAN, 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
2026 Q1

TPLC was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

How First Heartland Consultants, Inc. held TPLC — position size vs. price
% of Fund (quarterly)    TPLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 71,246 +429 +0.6% 0.25% $3.3M 2026-04-08 $48.00
2025 Q4 ADDED 70,817 +21,179 +42.7% 0.24% $3.2M 2026-01-09 $46.87
2025 Q3 ADDED 49,638 +197 +0.4% 0.19% $2.3M 2025-11-10 $45.52
2025 Q2 ADDED 49,441 +494 +1.0% 0.20% $2.2M 2025-08-15 $45.07
2025 Q1 REDUCED 7.1% +6.1% 48,947 -3,748 -7.1% 0.21% $2.1M 2025-05-07 $42.05
2024 Q4 ADDED 52,695 +12,125 +29.9% 0.23% $2.3M 2025-02-18 $44.23
2024 Q3 ADDED 40,570 +222 +0.6% 0.19% $1.8M 2024-11-05 $43.17
2024 Q2 ADDED 40,348 +20,755 +105.9% 0.11% $1.6M 2024-07-25 $40.52
2024 Q1 ADDED 19,593 +12,871 +191.5% 0.09% $825K 2024-05-07 $40.13
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Heartland Consultants, Inc. and TPLC

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

How long has First Heartland Consultants, Inc. reported owning TPLC?

First Heartland Consultants, Inc. reported TPLC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TPLC position in First Heartland Consultants, Inc.'s portfolio?

The largest reported portfolio weight for TPLC was 0.25% in 2026 Q1.

What is the latest reported TPLC position on this page?

The most recent filing on this page is 2026 Q1, when First Heartland Consultants, Inc. reported 71,246 shares, equal to 0.25% of portfolio, with an estimated market value of $3.3M.

What does the chart on this TPLC ownership page compare?

The chart compares First Heartland Consultants, Inc.'s quarterly TPLC 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 First Heartland Consultants, Inc. time their TPLC position?

Based on 13F filing dates vs. subsequent TPLC price moves, First Heartland Consultants, Inc. correctly timed 14 out of 20 reported position changes (70%). The annualised alpha on TPLC relative to SPY over the holding period was -4.1%.

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