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Timothy Plan hig dv stk etf shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management 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 OneAscent Wealth Management 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 OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 150k 36.17
2023-12-31 $8.1M 245k 33.11
2023-09-30 $7.5M 246k 30.61
2023-03-31 $676k 22k 31.25
2022-12-31 $4.2M 134k 31.13
2022-09-30 $3.8M 134k 28.03
2022-06-30 $9.7M 327k 29.61