Who owns TIMOTHY PLAN?

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Analyze quarterly positions in Timothy Plan with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Timothy Plan stock

Who bought or sold TIMOTHY PLAN this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 74k $1.9M -17% Sep 2025
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Cambridge Investment Research Advisors 71k $1.8M -4% Sep 2025
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Turning Point Benefit Group 20k $528k 12% Sep 2025
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Citadel Advisors 16k $420k 100% Sep 2025
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Creative Financial Designs 16k $415k 1% Sep 2025
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First Heartland Consultants 16k $408k 6% Sep 2025
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Optivise Advisory Services 10k $266k -3% Sep 2025
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Winnow Wealth 4.9k $133k 2% Sep 2025
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Advisor Group Holdings 4.6k $119k 62% Sep 2025
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EverSource Wealth Advisors 3.5k $91k 1% Sep 2025
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UBS Group 2.8k $72k -53% Sep 2025
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Sound Financial Strategies Group 406.00 $11k 0% Sep 2025
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Advisory Services Network 230.00 $6.0k 100% Sep 2025
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Wealth Watch Advisors 223.00 $5.8k 100% Sep 2025
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Ameritas Advisory Services 111.00 $2.9k -98% Sep 2025
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Morgan Stanley 1.00 $39.000000 100% Jun 2025
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Who sold out of Timothy Plan?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Jun 2025 13k $336k
Bedel Financial Consulting Jun 2025 8.4k $211k
Raymond James Financial Jun 2025 1.6k $41k
IFP Advisors Jun 2025 136.00 $3.4k