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Timothy Plan

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Osaic Holdings, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$514 (+$6)
Filed 2025-11-14
Kestra Advisory Services, LLC
CLOSED
Shares0 from 50,737
Change-50,737 (-100%)
Value$0 (-$1.2M)
Filed 2025-11-14
Jane Street Group, LLC
CLOSED
Shares0 from 43,576
Change-43,576 (-100%)
Value$0 (-$1.0M)
Filed 2025-11-14
First Heartland Consultants, Inc.
CLOSED
Shares0 from 28,253
Change-28,253 (-100%)
Value$0 (-$679.3K)
Filed 2025-11-10
Boyum Wealth Architects LLC
CLOSED
Shares0 from 9,711
Change-9,711 (-100%)
Value$0 (-$233.5K)
Filed 2025-10-02
HFG Wealth Management, LLC
CLOSED
Shares0 from 8,810
Change-8,810 (-100%)
Value$0 (-$210.9K)
Filed 2025-11-14
Creative Financial Designs Inc
CLOSED
Shares0 from 915
Change-915 (-100%)
Value$0 (-$22.0K)
Filed 2025-11-12
UBS Group AG
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$6.6K)
Filed 2025-11-13
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Osaic Holdings, Inc.
UNCHANGED212100%$508$514+$62025-11-14
Kestra Advisory Services, LLC
CLOSED050,737-50,737-100%$1.2M$0-$1.2M2025-11-14
Jane Street Group, LLC
CLOSED043,576-43,576-100%$1.0M$0-$1.0M2025-11-14
First Heartland Consultants, Inc.
CLOSED028,253-28,253-100%$679.3K$0-$679.3K2025-11-10
Boyum Wealth Architects LLC
CLOSED09,711-9,711-100%$233.5K$0-$233.5K2025-10-02
HFG Wealth Management, LLC
CLOSED08,810-8,810-100%$210.9K$0-$210.9K2025-11-14
Creative Financial Designs Inc
CLOSED0915-915-100%$22.0K$0-$22.0K2025-11-12
UBS Group AG
CLOSED0275-275-100%$6.6K$0-$6.6K2025-11-13
Proequities, Inc.
N/A—00—$0———
Showing 9 of 9 institutions