TPSC — TIMOTHY PLAN

Ownership history in Plan A Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC reported a position in TIMOTHY PLAN (TPSC). 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
3.51% (2025 Q4)
Avg. % of fund
2.6%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 172,937 +125,498 +264.5% 3.51% $7.2M $41.38
2025 Q3 INITIATED 47,439 — — 1.69% $1.9M $41.35
% of Fund (quarterly)    TPSC price (monthly, adj. close)

Other funds also holding TPSC

As of 2025 Q4 — sorted by position size

Bare Financial Services, Inc 2.94% O'Connor Financial Group LLC 2.7% Turning Point Benefit Group, Inc. 1.89% Sound Financial Strategies Group, LLC 3Y 1.24% Faithward Advisors, LLC 3Y 1.11% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.76% Sound Stewardship, LLC 0.56% OneAscent Financial Services LLC 3Y 0.54% FAMILY WEALTH PARTNERS, LLC 0.49% WorthPointe, LLC 3Y 0.46%
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