TPSC β€” TIMOTHY PLAN US SMALL CAP CORE ETF

Ownership history in O'Connor Financial Group LLC  Β·  12 quarters on record

AI Ownership Summary

O'Connor Financial Group LLC reported TIMOTHY PLAN US SMALL CAP CORE ETF (TPSC) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.29% in 2024 Q1. The latest visible filing shows TPSC at 2.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TPSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'Connor Financial Group LLC's position in TIMOTHY PLAN US SMALL CAP CORE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TPSC was reported at 2.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.29% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How O'Connor Financial Group LLC held TPSC β€” position size vs. price
% of Fund (quarterly)    TPSC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 154,462 +1,644 +1.1% 2.70% $6.8M 2026-02-14 (Est.) $45.21
2025 Q3 REDUCED 152,818 -521 -0.3% 2.66% $6.4M 2025-10-27 $41.37
2025 Q2 ADDED 153,339 +3,831 +2.6% 2.71% $6.2M 2025-07-07 $39.16
2025 Q1 ADDED 149,508 +2,285 +1.6% 2.88% $5.5M 2025-04-07 $33.17
2024 Q4 ADDED 147,223 +2,831 +2.0% 3.00% $5.7M 2025-01-06 $38.60
2024 Q3 ADDED 144,392 +119 +0.1% 2.95% $5.6M 2024-10-08 $37.69
2024 Q2 REDUCED 144,273 -6,247 -4.2% 2.98% $5.1M 2024-08-13 $36.07
2024 Q1 ADDED 150,520 +2,073 +1.4% 3.29% $5.5M 2024-04-11 $34.51
2023 Q4 ADDED 148,447 +154 +0.1% 3.25% $5.3M 2024-01-17 $32.70
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About O'Connor Financial Group LLC and TPSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has O'Connor Financial Group LLC reported owning TPSC?

O'Connor Financial Group LLC reported TPSC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TPSC position in O'Connor Financial Group LLC's portfolio?

The largest reported portfolio weight for TPSC was 3.29% in 2024 Q1.

What is the latest reported TPSC position on this page?

The most recent filing on this page is 2025 Q4, when O'Connor Financial Group LLC reported 154,462 shares, equal to 2.70% of portfolio, with an estimated market value of $6.8M.

What does the chart on this TPSC ownership page compare?

The chart compares O'Connor Financial Group LLC's quarterly TPSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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