Timothy Plan shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Timothy Plan (TPHE) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Timothy Plan
Tip: Access up to 7 years of quarterly data
All positions including Timothy Plan held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Timothy Plan by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $118k | 4.8k | 24.81 |
| 2024-09-30 | $166k | 6.5k | 25.68 |
| 2024-06-30 | $331k | 13k | 25.03 |
| 2024-03-31 | $437k | 18k | 23.73 |
| 2023-12-31 | $590k | 26k | 22.64 |
| 2023-09-30 | $1.1M | 50k | 21.97 |
| 2023-06-30 | $1.6M | 72k | 22.75 |
| 2023-03-31 | $2.1M | 90k | 23.55 |
| 2022-12-31 | $1.9M | 80k | 23.46 |
| 2022-09-30 | $1.6M | 71k | 22.41 |
| 2022-06-30 | $1.1M | 46k | 24.54 |
| 2022-03-31 | $528k | 19k | 27.33 |
More positions owned by EverSource Wealth Advisors
View all positions for EverSource Wealth Advisors