TPHE β€” TIMOTHY PLAN

Ownership history in LPL Financial LLC  Β·  12 quarters on record

AI Ownership Summary

LPL Financial LLC reported TIMOTHY PLAN (TPHE) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. 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 LPL Financial 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

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

High-water mark
Peak Conviction
0.0% 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.

How LPL Financial LLC held TPHE β€” position size vs. price
% of Fund (quarterly)    TPHE 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 REDUCED 73,771 -14,618 -16.5% 0.00% $1.9M 2025-11-12 $26.16
2025 Q2 REDUCED 88,389 -3,202 -3.5% 0.00% $2.2M 2025-08-12 $25.46
2025 Q1 REDUCED 91,591 -20,699 -18.4% 0.00% $2.4M 2025-05-07 $24.17
2024 Q4 REDUCED 112,290 -1,166 -1.0% 0.00% $2.8M 2025-02-11 $25.08
2024 Q3 ADDED 113,456 +6,009 +5.6% 0.00% $2.9M 2024-11-08 $25.65
2024 Q2 REDUCED 107,447 -10,086 -8.6% 0.00% $2.6M 2024-08-07 $23.29
2024 Q1 REDUCED 117,533 -215,430 -64.7% 0.00% $2.9M 2024-05-10 $23.58
2023 Q4 ADDED 332,963 +11,387 +3.5% 0.00% $7.5M 2024-02-14 $21.56
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About LPL Financial 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 LPL Financial LLC reported owning TPHE?

LPL Financial LLC reported TPHE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TPHE position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for TPHE was 0.00% in 2023 Q4.

What is the latest reported TPHE position on this page?

The most recent filing on this page is 2025 Q3, when LPL Financial LLC reported 73,771 shares, equal to 0.00% of portfolio, with an estimated market value of $1.9M.

What does the chart on this TPHE ownership page compare?

The chart compares LPL Financial 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.

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