Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

TPLCTPLC
7 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in TIMOTHY PLAN

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 63,949 shares of TPLC (TIMOTHY PLAN), worth $3.2M as of 2026-Q2. The position was increased (+16.7% shares). TPLC represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$3.2M

Current Shares

63,949

Total Value Change

+$2.8M

Total Shares Change

+55,149

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
63,949
+16.7%
$3.2M0.0%$50.25
31
2026-Q1
Increased
54,808
+12.4%
$2.5M0.0%$46.29
29
2025-Q4
Increased
48,744
+37.1%
$2.2M0.0%$45.22
34
2025-Q3
Increased
35,547
+28.4%
$1.6M0.0%$45.95
32
2025-Q2
Increased
27,687
+81.9%
$1.2M0.0%$44.46
39
2025-Q1
Increased
15,218
+72.9%
$645,8520.0%$41.92
37
2024-Q4
New
8,800
-
$376,9040.0%$42.23
33

Other major holders of TPLC: WESTWOOD HOLDINGS GROUP INC, LPL Financial LLC, AMERIPRISE FINANCIAL INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used