TIMOTHY PLAN (TPHE)
Institutional ownership reported to the SEC as of Q3 2025, across 17 quarters.
15
Reporting holders
$4.4M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.9M | 73,771 | 0.00% | 12q | -16.5%-$381.7K |
| Turning Point Benefit Group, Inc. | $528.0K | 20,268 | 0.32% | 4q | +11.9%+$56.3K |
| CITADEL ADVISORS LLC | $419.6K | 16,067 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $414.8K | 15,884 | 0.03% | 11q | +1.2%+$5.0K |
| First Heartland Consultants, Inc. | $407.7K | 15,611 | 0.03% | 15q | +6.0%+$23.1K |
| Optivise Advisory Services LLC | $265.5K | 10,168 | 0.16% | 6q | -3.5%-$9.5K |
| WINNOW WEALTH LLC | $133.3K | 4,938 | 0.10% | new | NEW |
| OSAIC HOLDINGS, INC. | $118.4K | 4,550 | 0.00% | 4q | +62.5%+$45.5K |
| EverSource Wealth Advisors, LLC | $90.5K | 3,465 | 0.00% | 15q | +0.6% |
| UBS Group AG | $72.2K | 2,763 | 0.00% | 8q | -53.0%-$81.2K |
| Sound Financial Strategies Group, LLC | $10.6K | 406 | 0.01% | 15q | HELD |
| Advisory Services Network, LLC | $6.0K | 230 | 0.00% | new | NEW |
| Wealth Watch Advisors, INC | $5.8K | 223 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $2.9K | 111 | 0.00% | 2q | -98.4%-$173.9K |
| Cambridge Investment Research Advisors, Inc. | $1.8K | 70,508 | 0.01% | 15q | -4.2% |
| MORGAN STANLEY | $27 | 1 | 0.00% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2025 | 15 | $4.4M | 168,456 | 4 | 5 | 4 | 0.0% |
| Q2 2025 | 15 | $4.8M | 190,236 | 3 | 4 | 3 | 0.0% |
| Q1 2025 | 15 | $5.2M | 205,017 | 1 | 3 | 8 | 0.0% |
| Q4 2024 | 15 | $6.6M | 264,000 | 3 | 1 | 7 | 0.0% |
| Q3 2024 | 11 | $5.4M | 210,416 | 4 | 3 | 1 | 0.0% |
| Q2 2024 | 10 | $5.5M | 230,097 | 1 | 3 | 5 | 0.0% |
| Q1 2024 | 13 | $9.2M | 372,147 | 2 | 4 | 5 | 0.0% |
| Q4 2023 | 13 | $12.3M | 544,638 | 5 | 3 | 5 | 0.0% |
| Q3 2023 | 11 | $14.0M | 633,876 | 1 | 1 | 6 | 0.0% |
| Q2 2023 | 12 | $17.9M | 785,196 | 2 | 6 | 4 | 0.0% |
| Q1 2023 | 14 | $18.8M | 800,299 | 4 | 6 | 3 | 0.0% |
| Q4 2022 | 10 | $13.1M | 560,080 | 4 | 4 | 1 | 0.0% |
| Q3 2022 | 10 | $9.4M | 421,176 | 0 | 8 | 0 | 0.0% |
| Q2 2022 | 11 | $7.4M | 303,071 | 2 | 7 | 1 | 0.0% |
| Q1 2022 | 11 | $9.1M | 293,612 | 9 | 0 | 2 | 0.0% |
| Q4 2021 | 2 | $898.8K | 33,368 | 1 | 1 | 0 | 0.0% |
| Q3 2021 | 2 | $1.3M | 53,058 | 2 | 0 | 0 | 0.0% |