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Timothy Plan cmn shares owned by OneAscent Wealth Management

Quarter-by-quarter ownership of Timothy Plan cmn (TPSC) shares owned by OneAscent Wealth Management from 13F filings

Historical chart of OneAscent Wealth Management investment in Timothy Plan cmn

Tip: Access up to 7 years of quarterly data

All positions including Timothy Plan cmn held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Timothy Plan cmn by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 29k 39.06
2024-09-30 $827k 21k 38.92
2024-03-31 $1.9M 51k 36.70
2023-12-31 $215k 6.1k 35.37
2023-09-30 $2.7M 88k 30.98

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Unified Ser Tr Oneascent Emgrg (OAEM)
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Golub Capital BDC (GBDC)
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Southern Company (SO)
Us Bancorp Del Com New (USB)
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for OneAscent Wealth Management

Top funds holding Timothy Plan cmn

Christian Investment Advisors
Creative Financial Designs
Bare Financial Services
LPL Financial
Ambassador Advisors
Turning Point Benefit Group
O'Connor Financial Group
OneAscent Financial Services
EverSource Wealth Advisors
Cambridge Investment Research Advisors
Kestra Advisory Services
Frontier Asset Management
Sowell Financial Services
ValMark Advisers
CWM

View all funds holding Timothy Plan cmn