Polen Capital Management - TIMOTHY PLAN ownership

TIMOTHY PLAN's ticker is TPLC and the CUSIP is 887432359. A total of 61 filers reported holding TIMOTHY PLAN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Polen Capital Management ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$552,382
+5.6%
16,025
+10.2%
0.00%0.0%
Q2 2023$523,268
-4.7%
14,545
-8.7%
0.00%0.0%
Q1 2023$549,035
-22.4%
15,939
-24.5%
0.00%
-50.0%
Q4 2022$707,085
+7.8%
21,107
-3.0%
0.00%0.0%
Q3 2022$656,000
-4.5%
21,752
-1.0%
0.00%0.0%
Q2 2022$687,000
-40.1%
21,968
-30.2%
0.00%0.0%
Q1 2022$1,146,000
-13.8%
31,492
-8.3%
0.00%0.0%
Q4 2021$1,330,000
+196.9%
34,353
+167.0%
0.00%
+100.0%
Q3 2021$448,000
+1.4%
12,865
+1.6%
0.00%0.0%
Q2 2021$442,000
+6.0%
12,6620.0%0.00%0.0%
Q1 2021$417,00012,6620.00%
Other shareholders
TIMOTHY PLAN shareholders Q1 2023
NameSharesValueWeighting ↓
O'Connor Financial Group LLC 325,191$11,209,3217.68%
HILL ISLAND FINANCIAL LLC 324,704$11,192,5624.45%
Faithward Advisors, LLC 217,143$7,467,5521.82%
CreativeOne Wealth, LLC 363,479$12,5290.90%
Legacy Wealth Asset Management, LLC 45,138$1,555,8980.57%
WIN ADVISORS, INC 24,068$829,6240.41%
LVZ, Inc. 70,468$2,429,0350.39%
Frontier Asset Management, LLC 25,013$862,2140.39%
CREATIVE FINANCIAL DESIGNS INC /ADV 91,136$3,141,4680.37%
TrueWealth Advisors, LLC 24,084$830,1750.35%
View complete list of TIMOTHY PLAN shareholders