TIMOTHY PLAN's ticker is TPHD and the CUSIP is 887432326.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $790,406 | +3.5% | 25,822 | +6.5% | 0.04% | +2.5% |
| Q2 2023 | $763,401 | +1015.2% | 24,235 | +1005.6% | 0.04% | +900.0% |
| Q1 2023 | $68,456 | +39.1% | 2,192 | +38.6% | 0.00% | +33.3% |
| Q4 2022 | $49,217 | +23.0% | 1,581 | +10.4% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | +17.6% | 1,432 | +24.3% | 0.00% | +50.0% |
| Q2 2022 | $34,000 | -30.6% | 1,152 | -23.7% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | +48.5% | 1,510 | +48.8% | 0.00% | +100.0% |
| Q4 2021 | $33,000 | +13.8% | 1,015 | +54.0% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | – | 659 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Faithward Advisors, LLC | 129,263 | $3,742,000 | 0.84% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 131,237 | $3,799,000 | 0.74% |
| CreativeOne Wealth, LLC | 235,214 | $6,809,000 | 0.52% |
| LVZ, Inc. | 87,090 | $2,521,000 | 0.39% |
| Strategic Blueprint, LLC | 35,670 | $1,033,000 | 0.22% |
| J.W. COLE ADVISORS, INC. | 61,879 | $1,791,000 | 0.17% |
| First Heartland Consultants, Inc. | 35,061 | $1,015,000 | 0.16% |
| StoneX Group Inc. | 23,541 | $682,000 | 0.12% |
| MONEY CONCEPTS CAPITAL CORP | 27,843 | $806,000 | 0.06% |
| Financial Advocates Investment Management | 23,171 | $671,000 | 0.05% |