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Timothy Plan hig dv stk etf shares owned by Carlson Financial

Quarter-by-quarter ownership of Timothy Plan hig dv stk etf (TPHD) shares owned by Carlson Financial from 13F filings

Historical chart of Carlson Financial investment in Timothy Plan hig dv stk etf

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All positions including Timothy Plan hig dv stk etf held by Carlson Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Timothy Plan hig dv stk etf by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6M 61k 42.28
2026-03-31 $2.5M 60k 41.36
2025-12-31 $2.1M 56k 38.53

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Top funds holding Timothy Plan hig dv stk etf

Westwood Holdings
LPL Financial
Christian Investment Advisors
Cambridge Investment Research Advisors
Benjamin Edwards
CWM
Turning Point Benefit Group
Ameriprise Financial
Creative Financial Designs
OneAscent Financial Services
Raymond James Financial
Cetera Investment Advisers
Carlson Financial
J.w. Cole Advisors
Envestnet Asset Management

View all funds holding Timothy Plan hig dv stk etf