Kestra Advisory Services, LLC - TIMOTHY PLAN ownership

TIMOTHY PLAN's ticker is TPHD and the CUSIP is 887432326. A total of 72 filers reported holding TIMOTHY PLAN in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q2 2024$2,658,463
+12.3%
75,988
+16.1%
0.02%
-6.2%
Q1 2024$2,367,655
+6.7%
65,459
-2.3%
0.02%
-11.1%
Q4 2023$2,218,539
+12.3%
66,993
+3.8%
0.02%
-5.3%
Q3 2023$1,976,137
+82.7%
64,552
+87.9%
0.02%
+72.7%
Q2 2023$1,081,869
-35.2%
34,347
-35.8%
0.01%
-38.9%
Q1 2023$1,669,555
-11.0%
53,469
-11.3%
0.02%
+5.9%
Q4 2022$1,875,806
-99.9%
60,251
-46.5%
0.02%0.0%
Q3 2022$1,581,580,000
+110037.9%
112,718
+132.4%
0.02%
+13.3%
Q2 2022$1,436,000
-64.3%
48,499
-60.2%
0.02%
-64.3%
Q1 2022$4,021,000
+46.3%
121,783
+44.0%
0.04%
+50.0%
Q4 2021$2,748,000
+36.6%
84,555
+23.1%
0.03%
+40.0%
Q3 2021$2,012,000
-1.3%
68,677
+0.6%
0.02%
-13.0%
Q2 2021$2,039,000
+25.6%
68,279
+21.7%
0.02%
+9.5%
Q1 2021$1,624,000
+168.9%
56,107
+138.4%
0.02%
+200.0%
Q4 2020$604,000
-99.9%
23,531
+8.2%
0.01%
-22.2%
Q3 2020$499,000,00021,7510.01%
Other shareholders
TIMOTHY PLAN shareholders Q1 2024
NameSharesValueWeighting ↓
Frontier Asset Management, LLC 137,535$4,470,0003.29%
CREATIVE FINANCIAL DESIGNS INC /ADV 180,451$5,865,0000.88%
Sound Financial Strategies Group, LLC 28,296$920,0000.46%
CreativeOne Wealth, LLC 276,181$8,976,0000.44%
LVZ, Inc. 93,998$3,055,0000.41%
WIN ADVISORS, INC 27,488$893,0000.20%
J.W. COLE ADVISORS, INC. 69,010$2,243,0000.15%
Strategic Blueprint, LLC 34,240$1,113,0000.14%
StoneX Group Inc. 27,586$897,0000.11%
Faithward Advisors, LLC 17,234$560,0000.11%
View complete list of TIMOTHY PLAN shareholders