TIMOTHY PLAN - 887432276
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 73,771 | 1,926 | 0.0% | 0.0% | 1 | -14,618 | -16.54% | Q3 2025 | Nov 12, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 70,508 | 1,841 | 0.01% | 0.01% | 2 | -3,125 | -4.24% | Q3 2025 | Nov 12, 2025 |
| Turning Point Benefit Group, Inc. | History | Added to | 20,268 | 527 | 0.32% | 0.34% | 3 | +2,160 | 11.93% | Q3 2025 | Nov 17, 2025 |
| CITADEL ADVISORS LLC | History | New | 16,067 | 419 | 0.0% | — | 4 | +16,067 | New | Q3 2025 | Nov 14, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 15,884 | 414 | 0.03% | 0.03% | 5 | +191 | 1.22% | Q3 2025 | Nov 12, 2025 |
| First Heartland Consultants, Inc. | History | Added to | 15,611 | 407 | 0.03% | 0.03% | 6 | +883 | 6.0% | Q3 2025 | Nov 10, 2025 |
| Optivise Advisory Services LLC | History | Reduced | 10,168 | 265 | 0.16% | 0.14% | 7 | -365 | -3.47% | Q3 2025 | Oct 17, 2025 |
| WINNOW WEALTH LLC | History | New | 4,938 | 133 | 0.1% | — | 8 | +4,938 | New | Q3 2025 | Nov 04, 2025 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,550 | 118 | 0.0% | 0.0% | 9 | +1,750 | 62.5% | Q3 2025 | Nov 14, 2025 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,465 | 90 | 0.0% | 0.0% | 10 | +22 | 0.64% | Q3 2025 | Nov 10, 2025 |
| UBS Group AG | History | Reduced | 2,763 | 72 | 0.0% | 0.0% | 11 | -3,110 | -52.95% | Q3 2025 | Nov 13, 2025 |
| Sound Financial Strategies Group, LLC | History | No change | 406 | 10 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q3 2025 | Oct 23, 2025 |
| Advisory Services Network, LLC | History | New | 230 | 6 | 0.0% | — | 13 | +230 | New | Q3 2025 | Nov 18, 2025 |
| Wealth Watch Advisors, INC | History | New | 223 | 5 | 0.0% | — | 14 | +223 | New | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Reduced | 111 | 2 | 0.0% | 0.01% | 15 | -6,660 | -98.36% | Q3 2025 | Nov 06, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,363 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Bedel Financial Consulting, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,368 | -100.0% | Q2 2025 | Aug 12, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,624 | -100.0% | Q2 2025 | Aug 14, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q2 2025 | Jul 24, 2025 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |