Ownership history in LVZ, Inc. · 26 quarters on record
This page tracks every 13F SEC filing in which LVZ, Inc. reported a position in TIMOTHY PLAN (TPLC). 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 | 85,043 | +768 | +0.9% | 0.43% | $3.9M | $45.37 |
| 2025 Q3 | ADDED | 84,275 | +23,567 | +38.8% | 0.44% | $3.9M | $46.10 |
| 2025 Q2 | REDUCED | 60,708 | -2,140 | -3.4% | 0.33% | $2.7M | $44.61 |
| 2025 Q1 | REDUCED | 62,848 | -4,756 | -7.0% | 0.35% | $2.7M | $42.06 |
| 2024 Q4 | ADDED | 67,604 | +1,321 | +2.0% | 0.37% | $2.9M | $42.37 |
| 2024 Q3 | REDUCED | 66,283 | -731 | -1.1% | 0.37% | $2.9M | $43.41 |
| 2024 Q2 | REDUCED | 67,014 | -2,544 | -3.7% | 0.37% | $2.7M | $39.95 |
| 2024 Q1 | REDUCED | 69,558 | -1,485 | -2.1% | 0.40% | $2.9M | $41.37 |
| 2023 Q4 | ADDED | 71,043 | +575 | +0.8% | 0.38% | $2.7M | $37.46 |
| 2023 Q3 | REDUCED | 70,468 | -55 | -0.1% | 0.39% | $2.4M | $33.68 |
As of 2025 Q4 — sorted by position size