Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF includono Kestra Private Wealth Services, Llc, Ameritas Advisory Services, LLC, e Principal Securities, Inc. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 97.893 | 14,10 | 4 | 33,33 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 15.636 | 137,38 | 1 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 21.127 | 3,40 | 960 | 10,61 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 35.886 | 1,22 | 1.611 | 7,11 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 14.586 | 1,05 | 655 | 6,86 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 7.085 | 0,54 | 318 | 6,35 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.368 | 106 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 159 | 41,96 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 74.003 | 3 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 117.261 | 3,07 | 5.265 | 9,03 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.658 | 192,73 | 119 | 213,16 | ||||
| 2025-08-27 | NP | TSGAX - Timothy Strategic Growth Fund Class A | 162.000 | 138,24 | 7.274 | 152,10 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 933 | 42 | ||||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 266.615 | 5,03 | 11.971 | 11,11 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2.800 | 0,04 | 126 | 5,93 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 325 | 0,31 | 15 | 7,69 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 5.354 | 0,02 | 240 | 5,73 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19.186 | 14,39 | 861 | 21,10 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 15.108 | 1,20 | 678 | 7,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8.824 | 25,61 | 395 | 33,11 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 49.441 | 1,01 | 2.220 | 6,84 | ||||
| 2025-08-27 | NP | TLVAX - Timothy Large/Mid-Cap Value Fund Class A | 616.000 | 422,03 | 27.658 | 452,37 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 27.687 | 81,94 | 1.243 | 92,71 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 19.444 | 16,48 | 873 | 23,31 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3.187 | 0,16 | 143 | 5,93 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27.440 | 18,29 | 1.232 | 25,20 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12.952 | 1,43 | 582 | 7,39 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18.259 | 80,80 | 820 | 95,47 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16.866 | 5,76 | 1 | |||||
| 2025-08-27 | NP | TCGAX - Timothy Conservative Growth Fund Class A | 91.000 | 175,76 | 4.086 | 191,79 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 7.714 | 0,34 | 346 | 6,13 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6.645 | 26,57 | 298 | 34,23 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 7.601 | 11,03 | 341 | 17,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 77 | 3 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4.759 | 4,20 | 214 | 10,31 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 182.930 | 3,22 | 8.214 | 9,20 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 10.508 | 40,88 | 472 | 49,05 | ||||
| 2025-08-14 | 13F | UBS Group AG | 20.415 | 17,29 | 917 | 24,12 | ||||
| 2025-08-27 | NP | TLGAX - Timothy Large/Mip-Cap Growth Fund Class A | 573.000 | 425,69 | 25.727 | 456,26 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10.366 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 278.887 | 3,44 | 12.522 | 9,44 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 817 | 0,37 | 37 | 5,88 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 7.588 | 341 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 151.438 | 6,37 | 6.799 | 13,15 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 22.399 | 8,38 | 1.006 | 14,60 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.205 | 54 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26.239 | 22,55 | 1.178 | 29,74 | ||||
| 2025-07-18 | 13F | Vicus Capital | 20.028 | 7,86 | 899 | 14,09 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 37.761 | 6,78 | 1.695 | 13,00 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 34.267 | 224,34 | 1.539 | 278,82 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 7.643 | 8,69 | 343 | 15,10 |
