Timothy Plan hig dv stk etf shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of Timothy Plan hig dv stk etf (TPHD) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co investment in Timothy Plan hig dv stk etf
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Download as csvQuarterly reported holdings in Timothy Plan hig dv stk etf by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $491k | 13k | 38.53 |
| 2025-09-30 | $3.5M | 78k | 44.43 |
| 2025-06-30 | $427k | 11k | 37.80 |
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