SUMMIT WEALTH GROUP LLC / CO
Position in TPHD — Timothy Plan High Dividend Stock ETF
CIK 2081278
COLORADO SPRINGS, CO
Position in TPHD
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$555,837
+$64,580 QoQ
Shares Held
13,439
+5.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TPHD Over Time
Shares Held
Position Value (USD)
All Filings in TPHD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $555,837 | 13,439 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $491,257 | 12,750 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,084,493 | 78,416 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $427,442 | 11,308 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||