Ownership history in LVZ, Inc. · 19 quarters on record
This page tracks every 13F SEC filing in which LVZ, Inc. reported a position in TIMOTHY PLAN (TPIF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 85,302 | +471 | +0.6% | 0.33% | $3.0M | $34.64 |
| 2025 Q3 | REDUCED | 84,831 | -12,140 | -12.5% | 0.32% | $2.8M | $33.06 |
| 2025 Q2 | REDUCED | 96,971 | -5,406 | -5.3% | 0.38% | $3.1M | $31.84 |
| 2025 Q1 | ADDED | 102,377 | +451 | +0.4% | 0.39% | $2.9M | $28.00 |
| 2024 Q4 | ADDED | 101,926 | +2,766 | +2.8% | 0.35% | $2.7M | $25.79 |
| 2024 Q3 | REDUCED | 99,160 | -1,527 | -1.5% | 0.37% | $2.9M | $27.93 |
| 2024 Q2 | REDUCED | 100,687 | -3,167 | -3.0% | 0.36% | $2.7M | $25.54 |
| 2024 Q1 | ADDED | 103,854 | +2,298 | +2.3% | 0.38% | $2.8M | $25.88 |
| 2023 Q4 | ADDED | 101,556 | +1,002 | +1.0% | 0.38% | $2.7M | $24.91 |
| 2023 Q3 | REDUCED | 100,554 | -3 | -0.0% | 0.39% | $2.4M | $22.45 |
As of 2025 Q4 — sorted by position size