# TIMOTHY PLAN (TPHE)

> Institutional ownership reported to the SEC as of Q3 2025, from Form 13F filings. Source: https://holderbook.com/stocks/TPHE/

- Reporting holders: 16
- Reported value: $6.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.9M | 73,771 | 0.0% | 12 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $1.8M | 70,508 | 0.0% | 15 |
| [Turning Point Benefit Group, Inc.](https://holderbook.com/funds/2008513-turning-point-benefit-group-inc/) | $528.0K | 20,268 | 0.3% | 4 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $419.6K | 16,067 | 0.0% | 1 |
| [CREATIVE FINANCIAL DESIGNS INC /ADV](https://holderbook.com/funds/819864-creative-financial-designs-inc-adv/) | $414.8K | 15,884 | 0.0% | 11 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $407.7K | 15,611 | 0.0% | 15 |
| [Optivise Advisory Services LLC](https://holderbook.com/funds/2042876-optivise-advisory-services-llc/) | $265.5K | 10,168 | 0.2% | 6 |
| [WINNOW WEALTH LLC](https://holderbook.com/funds/2079687-winnow-wealth-llc/) | $133.3K | 4,938 | 0.1% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $118.4K | 4,550 | 0.0% | 4 |
| [EverSource Wealth Advisors, LLC](https://holderbook.com/funds/1710537-eversource-wealth-advisors-llc/) | $90.5K | 3,465 | 0.0% | 15 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $72.2K | 2,763 | 0.0% | 8 |
| [Sound Financial Strategies Group, LLC](https://holderbook.com/funds/1800620-sound-financial-strategies-group-llc/) | $10.6K | 406 | 0.0% | 15 |
| [Advisory Services Network, LLC](https://holderbook.com/funds/1573876-advisory-services-network-llc/) | $6.0K | 230 | 0.0% | 1 |
| [Wealth Watch Advisors, INC](https://holderbook.com/funds/2040515-wealth-watch-advisors-inc/) | $5.8K | 223 | 0.0% | 1 |
| [Ameritas Advisory Services, LLC](https://holderbook.com/funds/1901275-ameritas-advisory-services-llc/) | $2.9K | 111 | 0.0% | 2 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $27 | 1 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2025 | 16 | $6.2M |
| Q2 2025 | 16 | $6.6M |
| Q1 2025 | 17 | $7.1M |
| Q4 2024 | 17 | $8.4M |
| Q3 2024 | 13 | $8.1M |
| Q2 2024 | 12 | $8.6M |
| Q1 2024 | 15 | $13.7M |
| Q4 2023 | 16 | $17.9M |
| Q3 2023 | 13 | $20.0M |
| Q2 2023 | 14 | $20.4M |
| Q1 2023 | 16 | $21.4M |
| Q4 2022 | 13 | $410.8M |