TPHD — TIMOTHY PLAN

Ownership history in WorthPointe, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, LLC reported a position in TIMOTHY PLAN (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.

Peak position
0.7% (2025 Q4)
Avg. % of fund
0.37%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 69,501 +53,345 +330.2% 0.70% $2.7M $38.37
2023 Q4 ADDED 16,156 +9,334 +136.8% 0.27% $535K $31.60
2023 Q3 INITIATED 6,822 — — 0.12% $209K —
% of Fund (quarterly)    TPHD price (monthly, adj. close)

Other funds also holding TPHD

As of 2025 Q4 — sorted by position size

Turning Point Benefit Group, Inc. 1.18% Sound Financial Strategies Group, LLC 3Y 0.79% Frontier Asset Management, LLC 3Y 0.39% FAMILY WEALTH PARTNERS, LLC 0.38% MONEYWISE, INC. 3Y 7Y 0.38% Strategic Equity Management 3Y 0.36% Inspire Advisors, LLC 3Y 0.35% WIN ADVISORS, INC 3Y 0.32% O'Connor Financial Group LLC 0.29% OneAscent Financial Services LLC 3Y 0.27%
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