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 239,397 shares, which have been reported (via 13F filing form) to have a value of $6.26 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
73,771
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
70,508
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
20,268
shares
|
$530,210
0.32% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
16,067
shares
|
$420,312
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
15,884
shares
|
$415,525
0.03% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
15,611
shares
|
$408,383
0.04% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
10,168
shares
|
$265,994
0.16% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
4,938
shares
|
$129,178
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,550
shares
|
$119,028
0.0% of portfolio
|
Q3 2025
Added 62.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,465
shares
|
$90,644
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,763
shares
|
$72,280
0.0% of portfolio
|
Q3 2025
Reduced 52.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
433
shares
|
$11,327
0.0% of portfolio
|
Q4 2021
Added 103.7%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
406
shares
|
$10,620
0.01% of portfolio
|
Q1 2025
Reduced 47.61%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
230
shares
|
$6,016
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
223
shares
|
$5,833
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
111
shares
|
$2,903
0.0% of portfolio
|
Q3 2025
Reduced 98.36%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$26
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
|
|