TPLC — TIMOTHY PLAN

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.

Peak position
0.61% (2020 Q3)
Avg. % of fund
0.38%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
26
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
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TPLC price (monthly, adj. close)

Other funds also holding TPLC

As of 2025 Q4 — sorted by position size

Bare Financial Services, Inc 2.59% Sound Financial Strategies Group, LLC 3Y 2.0% Faithward Advisors, LLC 3Y 1.23% Turning Point Benefit Group, Inc. 1.1% O'Connor Financial Group LLC 0.72% VanderPol Investments L.L.C. 0.52% TrueWealth Advisors, LLC 3Y 0.47% Sound Stewardship, LLC 0.37% WIN ADVISORS, INC 3Y 0.32% Values First Advisors, Inc. 3Y 0.29%
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