Legacy Wealth Asset Management, LLC - TIMOTHY PLAN ownership

TIMOTHY PLAN's ticker is TPLC and the CUSIP is 887432359. A total of 39 filers reported holding TIMOTHY PLAN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Legacy Wealth Asset Management, LLC ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$1,555,898
-1.5%
45,138
+2.8%
0.57%
+3.4%
Q2 2023$1,579,760
+3.2%
43,912
-1.2%
0.55%0.0%
Q1 2023$1,530,186
+3.3%
44,423
+0.4%
0.55%
-2.1%
Q4 2022$1,481,764
+13.8%
44,232
+2.4%
0.56%
-0.9%
Q3 2022$1,302,000
-2.1%
43,176
+1.5%
0.57%
+5.6%
Q2 2022$1,330,000
-8.5%
42,534
+6.5%
0.54%
+4.1%
Q1 2022$1,454,000
+0.6%
39,944
+7.0%
0.52%
+5.7%
Q4 2021$1,446,000
+20.6%
37,341
+8.4%
0.49%
-10.7%
Q3 2021$1,199,000
+6.4%
34,449
+6.7%
0.55%
+9.6%
Q2 2021$1,127,000
+10.4%
32,288
+4.1%
0.50%
+6.4%
Q1 2021$1,021,000
+12.8%
31,019
+5.8%
0.47%
+3.3%
Q4 2020$905,00029,3250.46%
Other shareholders
TIMOTHY PLAN shareholders Q1 2022
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