Ownership history in MONEYWISE, INC. · 9 quarters on record
This page tracks every 13F SEC filing in which MONEYWISE, INC. reported a position in TIMOTHY PLAN (TPHD). 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 | 23,489 | +1,705 | +7.8% | 0.38% | $905K | $38.37 |
| 2025 Q3 | ADDED | 21,784 | +1,789 | +8.9% | 0.39% | $857K | $38.95 |
| 2025 Q2 | REDUCED | 19,995 | -56,474 | -73.9% | 0.35% | $756K | $37.23 |
| 2025 Q1 | ADDED | 76,469 | +19,695 | +34.7% | 1.52% | $2.9M | $36.84 |
| 2024 Q4 | ADDED | 56,774 | +8,746 | +18.2% | 1.03% | $2.1M | $35.43 |
| 2024 Q3 | ADDED | 48,028 | +6,319 | +15.2% | 0.89% | $1.8M | $36.57 |
| 2024 Q2 | REDUCED | 41,709 | -11,439 | -21.5% | 0.77% | $1.5M | $33.77 |
| 2024 Q1 | ADDED | 53,148 | +32,094 | +152.4% | 1.04% | $1.9M | $34.70 |
| 2023 Q4 | INITIATED | 21,054 | — | — | 0.40% | $697K | — |
As of 2025 Q4 — sorted by position size