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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

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Quarterly reported holdings in Timothy Plan by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

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View all positions for EverSource Wealth Advisors

Top funds holding Timothy Plan

First Heartland Consultants
Cambridge Investment Research Advisors
Creative Financial Designs
Sound Financial Strategies Group
EverSource Wealth Advisors
Financial Advocates Investment Management
Arete Wealth Advisors
UBS Group
Advisor Group Holdings
Wells Fargo & Company
ICA Group Wealth Management
Advisory Services Network

View all funds holding Timothy Plan