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Timothy Plan shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Timothy Plan (TPHE) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants investment in Timothy Plan

Tip: Access up to 7 years of quarterly data

All positions including Timothy Plan held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Timothy Plan by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 149k 22.62
2023-09-30 $3.8M 174k 22.01
2023-06-30 $3.8M 166k 22.75
2023-03-31 $3.9M 165k 23.55
2022-12-31 $3.3M 140k 23.46
2022-09-30 $2.3M 105k 22.40
2022-06-30 $858k 35k 24.54
2022-03-31 $349k 13k 27.36

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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
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View all positions for First Heartland Consultants

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