Institutional Ownership Timothy Plan High Divid Stk En (TPHE)
This table provides information about the institutional ownership of Timothy Plan High Divid Stk En (TPHE). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 264,302 shares, which have been reported (via 13F filing form) to have a value of $6.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
88,389
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
73,633
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
18,108
shares
|
$459,037
0.35% of portfolio
|
Q2 2025
Added 40.45%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
15,693
shares
|
$397,817
0.03% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
14,728
shares
|
$373,354
0.04% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,363
shares
|
$338,752
0.0% of portfolio
|
Q2 2025
Added 65.14%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
10,533
shares
|
$267,011
0.14% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
8,368
shares
|
$212,128
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,771
shares
|
$171,644
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,873
shares
|
$148,880
0.0% of portfolio
|
Q2 2025
Added 42.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,443
shares
|
$87,280
0.0% of portfolio
|
Q2 2025
Reduced 25.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,800
shares
|
$70,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,624
shares
|
$41,168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
433
shares
|
$10,976
0.0% of portfolio
|
Q4 2021
Added 103.7%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
406
shares
|
$10,292
0.01% of portfolio
|
Q1 2025
Reduced 47.61%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
136
shares
|
$3,447
0.0% of portfolio
|
Q4 2024
Reduced 50.9%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|