TIMOTHY PLAN's ticker is TPHD and the CUSIP is 887432326. A total of 67 filers reported holding TIMOTHY PLAN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,028,890 | -2.6% | 229,604 | +0.2% | 3.19% | -2.9% |
| Q2 2023 | $7,220,105 | +11.8% | 229,223 | +10.8% | 3.28% | +7.5% |
| Q1 2023 | $6,459,166 | +8.2% | 206,859 | +7.9% | 3.05% | +11.7% |
| Q4 2022 | $5,970,660 | +11.3% | 191,778 | +0.2% | 2.73% | -41.2% |
| Q3 2022 | $5,364,000 | -5.3% | 191,375 | +0.0% | 4.65% | -1.5% |
| Q2 2022 | $5,665,000 | -4.6% | 191,329 | +6.4% | 4.72% | +13.5% |
| Q1 2022 | $5,936,000 | +32.8% | 179,781 | +30.7% | 4.16% | +26.4% |
| Q4 2021 | $4,470,000 | – | 137,535 | – | 3.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Frontier Asset Management, LLC | 191,375 | $5,364,000 | 4.65% |
| OneAscent Wealth Management LLC | 133,921 | $3,754,000 | 1.97% |
| OneAscent Financial Services LLC | 127,808 | $3,583,000 | 1.42% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 303,843 | $8,518,000 | 1.39% |
| CreativeOne Wealth, LLC | 277,897 | $7,791,000 | 0.47% |
| LVZ, Inc. | 82,971 | $2,326,000 | 0.40% |
| WIN ADVISORS, INC | 22,602 | $634,000 | 0.23% |
| Atria Investments, Inc | 291,918 | $8,184,000 | 0.18% |
| J.W. COLE ADVISORS, INC. | 69,304 | $1,943,000 | 0.16% |
| Strategic Blueprint, LLC | 44,468 | $1,247,000 | 0.15% |