Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF termasuk Kestra Private Wealth Services, Llc, Ameritas Advisory Services, LLC, dan Principal Securities, Inc. .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
