EverSource Wealth Advisors »

Timothy Plan hig dv stk etf shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Timothy Plan hig dv stk etf

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Timothy Plan hig dv stk etf by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 51k 39.32
2025-06-30 $2.9M 77k 37.85
2025-03-31 $3.3M 89k 37.62
2024-12-31 $3.8M 103k 36.37
2024-09-30 $3.9M 102k 37.71
2024-06-30 $4.1M 113k 36.75
2024-03-31 $2.6M 78k 33.12
2023-12-31 $2.6M 78k 33.12
2023-09-30 $1.9M 62k 30.61
2023-06-30 $648k 21k 31.50
2023-03-31 $154k 4.9k 31.23
2022-12-31 $132k 4.2k 31.13
2022-09-30 $109k 3.9k 28.06
2022-06-30 $111k 3.8k 29.51
2022-03-31 $114k 3.5k 33.04
2021-12-31 $144k 4.4k 32.44