Merit Financial Group, LLC TPHD — TIMOTHY PLAN

Ownership history in Merit Financial Group, LLC  ·  4 quarters on record

AI Ownership Summary

Merit Financial Group, LLC reported TIMOTHY PLAN (TPHD) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows TPHD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TPHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Merit Financial Group, LLC's position in TIMOTHY PLAN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TPHD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TPHD stock page Merit Financial Group, LLC fund profile Merit Financial Group, LLC full holdings
How Merit Financial Group, LLC held TPHD — position size vs. price
% of Fund (quarterly)    TPHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 13,876 +2,632 +23.4% 0.00% $587K 2026-07-17 $43.16
2026 Q1 ADDED — — — 11,244 +784 +7.5% 0.00% $465K 2026-04-15 $41.28
2025 Q4 ADDED — — — 10,460 +1,234 +13.4% 0.00% $403K 2026-01-26 $39.99
2025 Q3 INITIATED — — — 9,226 — — 0.00% $363K 2025-10-20 $38.23

🏢 Other funds also holding TPHD

As of 2026 Q2 — sorted by position size

FAMILY WEALTH PARTNERS, LLC 0.62% O'Connor Financial Group LLC 3Y 0.27% First Heartland Consultants, Inc. 3Y 7Y 0.13% LifeWealth Investments, LLC 0.1% RFG Advisory, LLC 3Y 7Y 0.01% Bank of New Hampshire 3Y 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% Farther Finance Advisors, LLC 0.01% INDEPENDENT FINANCIAL GROUP, LLC 0.0% First PREMIER Bank 3Y 7Y 0.0%

FAQ About Merit Financial Group, LLC and TPHD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Merit Financial Group, LLC reported owning TPHD?

Merit Financial Group, LLC reported TPHD across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported TPHD position in Merit Financial Group, LLC's portfolio?

The largest reported portfolio weight for TPHD was 0.00% in 2026 Q2.

What is the latest reported TPHD position on this page?

The most recent filing on this page is 2026 Q2, when Merit Financial Group, LLC reported 13,876 shares, equal to 0.00% of portfolio, with an estimated market value of $587K.

What does the chart on this TPHD ownership page compare?

The chart compares Merit Financial Group, LLC's quarterly TPHD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Merit Financial Group, LLC time their TPHD position?

Based on 13F filing dates vs. subsequent TPHD price moves, Merit Financial Group, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on TPHD relative to SPY over the holding period was +0.2%.

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