Optivise Advisory Services »

Timothy Plan Us Large shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services investment in Timothy Plan Us Large

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Timothy Plan Us Large by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 10k 27.55
2025-06-30 $303k 11k 26.76
2025-03-31 $262k 10k 25.37
2024-12-31 $218k 8.5k 25.57
2024-09-30 $370k 14k 26.23
2024-06-30 $290k 12k 24.18

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 Us Large

Cambridge Investment Research Advisors
LPL Financial
Susquehanna International
Sunbelt Securities
LifeWealth Investments
Creative Financial Designs
First Heartland Consultants
Cetera Investment Advisers
Optivise Advisory Services
EverSource Wealth Advisors
Winnow Wealth
Advisor Group Holdings
IFP Advisors
Ameritas Advisory Services
Wealth Watch Advisors

View all funds holding Timothy Plan Us Large