Ownership history in O'Connor Financial Group LLC · 12 quarters on record
This page tracks every 13F SEC filing in which O'Connor Financial Group LLC reported a position in TIMOTHY PLAN FUND TIMOTHY PLAN US LARGE/MID CAP CORE FUND (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 | 38,252 | +711 | +1.9% | 0.72% | $1.8M | $45.37 |
| 2025 Q3 | ADDED | 37,541 | +805 | +2.2% | 0.73% | $1.7M | $46.10 |
| 2025 Q2 | REDUCED | 36,736 | -143,064 | -79.6% | 0.74% | $1.7M | $44.61 |
| 2025 Q1 | REDUCED | 179,800 | -20,342 | -10.2% | 3.97% | $7.6M | $42.06 |
| 2024 Q4 | ADDED | 200,142 | +2,482 | +1.3% | 4.48% | $8.6M | $42.37 |
| 2024 Q3 | REDUCED | 197,660 | -4,591 | -2.3% | 4.57% | $8.7M | $43.41 |
| 2024 Q2 | REDUCED | 202,251 | -12,832 | -6.0% | 4.77% | $8.2M | $39.95 |
| 2024 Q1 | REDUCED | 215,083 | -106,145 | -33.0% | 5.40% | $9.1M | $41.37 |
| 2023 Q4 | REDUCED | 321,228 | -3,963 | -1.2% | 7.59% | $12.3M | $37.46 |
| 2023 Q3 | ADDED | 325,191 | +7,693 | +2.4% | 7.68% | $11.2M | $33.68 |
As of 2025 Q4 — sorted by position size