TPSC — TIMOTHY PLAN

Ownership history in CreativeOne Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in TIMOTHY PLAN (TPSC). 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.

Peak position
0.15% (2025 Q1)
Avg. % of fund
0.12%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 142,608 -451 -0.3% 0.14% $5.9M $41.35
2025 Q2 ADDED 143,059 +6,445 +4.7% 0.14% $5.5M $38.38
2025 Q1 ADDED 136,614 +99,477 +267.9% 0.15% $5.1M $36.62
2024 Q4 INITIATED 37,137 — — 0.04% $1.5M $38.55
% of Fund (quarterly)    TPSC price (monthly, adj. close)

Other funds also holding TPSC

As of 2025 Q4 — sorted by position size

Plan A Wealth LLC 3.51% Bare Financial Services, Inc 2.94% O'Connor Financial Group LLC 2.7% Turning Point Benefit Group, Inc. 1.89% Sound Financial Strategies Group, LLC 3Y 1.24% Faithward Advisors, LLC 3Y 1.11% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.76% Sound Stewardship, LLC 0.56% OneAscent Financial Services LLC 3Y 0.54% FAMILY WEALTH PARTNERS, LLC 0.49%
← Back to CreativeOne Wealth, LLC Holdings