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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

Tip: Access up to 7 years of quarterly data

All positions including Timothy Plan hig dv stk etf held by Summit Wealth Group Llc / Co 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 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