Ownership history in UBS Group AG · 12 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in TIMOTHY PLAN (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 | REDUCED | 2,763 | -3,110 | -53.0% | 0.00% | $72K | $26.11 |
| 2025 Q2 | ADDED | 5,873 | +1,752 | +42.5% | 0.00% | $148K | $25.00 |
| 2025 Q1 | REDUCED | 4,121 | -977 | -19.2% | 0.00% | $106K | $25.32 |
| 2024 Q4 | REDUCED | 5,098 | -5,004 | -49.5% | 0.00% | $126K | $24.33 |
| 2024 Q3 | REDUCED | 10,102 | -33 | -0.3% | 0.00% | $259K | $25.09 |
| 2024 Q2 | ADDED | 10,135 | +7,229 | +248.8% | 0.00% | $242K | $23.20 |
| 2024 Q1 | ADDED | 2,906 | +842 | +40.8% | 0.00% | $72K | $23.80 |
| 2023 Q4 | ADDED | 2,064 | +1,087 | +111.3% | 0.00% | $47K | $21.72 |
| 2023 Q2 | REDUCED | 977 | -77 | -7.3% | 0.00% | $22K | $21.55 |
| 2023 Q1 | ADDED | 1,054 | +327 | +45.0% | 0.00% | $25K | $22.16 |
As of 2025 Q3 — sorted by position size