Polen Capital Management - TIMOTHY PLAN ownership

TIMOTHY PLAN's ticker is TPIF and the CUSIP is 887432334. A total of 35 filers reported holding TIMOTHY PLAN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Polen Capital Management ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$354,627
-10.5%
14,794
-5.8%
0.00%0.0%
Q2 2023$396,284
-12.5%
15,707
-13.3%
0.00%0.0%
Q1 2023$452,869
+28.3%
18,122
+49.3%
0.00%0.0%
Q4 2021$353,000
+4.4%
12,139
+2.0%
0.00%0.0%
Q3 2021$338,000
+27.1%
11,897
+30.2%
0.00%0.0%
Q2 2021$266,0009,1400.00%
Other shareholders
TIMOTHY PLAN shareholders Q1 2023
NameSharesValueWeighting ↓
O'Connor Financial Group LLC 317,526$7,934,9745.97%
Faithward Advisors, LLC 202,511$5,096,2711.16%
CreativeOne Wealth, LLC 379,299$9,4790.47%
Frontier Asset Management, LLC 37,016$925,0300.44%
LVZ, Inc. 100,540$2,512,4880.37%
Strategic Blueprint, LLC 25,402$634,7960.06%
SILVER OAK SECURITIES, INCORPORATED 13,901$3470.06%
Disciplined Investments, LLC 3,734$93,3130.04%
HHM Wealth Advisors, LLC 5,020$125,4500.03%
J.W. COLE ADVISORS, INC. 14,033$350,6970.02%
View complete list of TIMOTHY PLAN shareholders