TPLC — TIMOTHY PLAN

Ownership history in Optivise Advisory Services LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Optivise Advisory Services LLC 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
0.19% (2025 Q3)
Avg. % of fund
0.16%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,975 -668 -8.7% 0.19% $323K $46.10
2025 Q2 ADDED 7,643 +611 +8.7% 0.18% $343K $44.61
2025 Q1 ADDED 7,032 +625 +9.8% 0.17% $298K $42.06
2024 Q4 ADDED 6,407 +890 +16.1% 0.15% $274K $42.37
2024 Q3 INITIATED 5,517 — — 0.12% $224K $43.41
% 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% LVZ, Inc. 3Y 7Y 0.43% Sound Stewardship, LLC 0.37% WIN ADVISORS, INC 3Y 0.32%
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