Ownership history in WIN ADVISORS, INC · 17 quarters on record
This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in TIMOTHY PLAN HIGH DIVID STK ETF (TPHD). 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 Q4 | ADDED | 19,654 | +1,465 | +8.1% | 0.32% | $757K | $38.37 |
| 2025 Q3 | REDUCED | 18,189 | -6,864 | -27.4% | 0.35% | $715K | $38.95 |
| 2025 Q2 | ADDED | 25,053 | +1,383 | +5.8% | 0.46% | $947K | $37.23 |
| 2025 Q1 | ADDED | 23,670 | +705 | +3.1% | 0.46% | $890K | $36.84 |
| 2024 Q4 | REDUCED | 22,965 | -2,454 | -9.7% | 0.40% | $835K | $35.43 |
| 2024 Q3 | REDUCED | 25,419 | -3,171 | -11.1% | 0.45% | $958K | $36.57 |
| 2024 Q2 | REDUCED | 28,590 | -2,711 | -8.7% | 0.45% | $1.0M | $33.77 |
| 2024 Q1 | ADDED | 31,301 | +749 | +2.5% | 0.50% | $1.1M | $34.70 |
| 2023 Q4 | ADDED | 30,552 | +3,177 | +11.6% | 0.46% | $1.0M | $31.60 |
| 2023 Q3 | ADDED | 27,375 | +17,801 | +185.9% | 0.41% | $838K | $29.01 |
As of 2025 Q4 — sorted by position size