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Timothy Plan shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Timothy Plan shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Timothy Plan

Tip: Access up to 7 years of quarterly data

All positions including Timothy Plan held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Timothy Plan by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 10k 26.11
2025-06-30 $265k 11k 25.17
2025-03-31 $269k 11k 25.66
2024-12-31 $250k 10k 24.81
2024-09-30 $472k 18k 25.68
2024-06-30 $432k 18k 23.86

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

Top funds holding Timothy Plan

LPL Financial
Cambridge Investment Research Advisors
Turning Point Benefit Group
Citadel Advisors
Creative Financial Designs
First Heartland Consultants
Optivise Advisory Services
Winnow Wealth
Advisor Group Holdings
EverSource Wealth Advisors
UBS Group
Sound Financial Strategies Group
Advisory Services Network
Wealth Watch Advisors
Ameritas Advisory Services

View all funds holding Timothy Plan