TPHD β€” TIMOTHY PLAN

Ownership history in HHM Wealth Advisors, LLC  Β·  14 quarters on record

AI Ownership Summary

HHM Wealth Advisors, LLC reported TIMOTHY PLAN (TPHD) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows TPHD at 0.04% 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 TPHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HHM Wealth Advisors, LLC'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
2025 Q3

TPHD was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q1

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.

How HHM Wealth Advisors, LLC held TPHD β€” position size vs. price
% of Fund (quarterly)    TPHD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 8,568 β€” 0% 0.04% $337K 2025-10-29 $37.75
2025 Q2 UNCHANGED 8,568 β€” 0% 0.04% $324K 2025-08-11 $37.52
2025 Q1 UNCHANGED 8,568 β€” 0% 0.04% $322K 2025-05-08 $35.70
2024 Q4 REDUCED 8,568 -550 -6.0% 0.04% $311K 2025-01-24 $37.00
2024 Q3 REDUCED 9,118 -550 -5.7% 0.05% $344K 2024-11-12 $37.37
2024 Q2 ADDED 9,668 +56 +0.6% 0.05% $338K 2024-08-07 $33.95
2024 Q1 UNCHANGED 9,612 β€” 0% 0.06% $348K 2024-05-14 $34.44
2023 Q4 UNCHANGED 9,612 β€” 0% 0.06% $318K 2024-02-05 $31.01
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TPHD

As of 2026 Q1 β€” sorted by position size

CoreCap Advisors, LLC 3Y 0.0%

FAQ About HHM Wealth Advisors, LLC and TPHD

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

How long has HHM Wealth Advisors, LLC reported owning TPHD?

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

What was the largest reported TPHD position in HHM Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for TPHD was 0.06% in 2024 Q1.

What is the latest reported TPHD position on this page?

The most recent filing on this page is 2025 Q3, when HHM Wealth Advisors, LLC reported 8,568 shares, equal to 0.04% of portfolio, with an estimated market value of $337K.

What does the chart on this TPHD ownership page compare?

The chart compares HHM Wealth Advisors, LLC's quarterly TPHD 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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