TPIF — TIMOTHY PLAN

Ownership history in Strategic Equity Management  ·  4 quarters on record

This page tracks every 13F SEC filing in which Strategic Equity Management reported a position in TIMOTHY PLAN (TPIF). 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
2.6% (2025 Q4)
Avg. % of fund
1.67%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 221,185 +68,105 +44.5% 2.60% $7.7M $34.64
2025 Q3 REDUCED 153,080 -1,414 -0.9% 1.89% $5.1M $33.06
2025 Q2 ADDED 154,494 +124,425 +413.8% 1.84% $5.0M $31.84
2025 Q1 INITIATED 30,069 — — 0.36% $864K $28.00
% of Fund (quarterly)    TPIF price (monthly, adj. close)

Other funds also holding TPIF

As of 2025 Q4 — sorted by position size

O'Connor Financial Group LLC 4.91% Sound Financial Strategies Group, LLC 3Y 2.63% MONEYWISE, INC. 3Y 7Y 1.57% Turning Point Benefit Group, Inc. 1.46% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 1.31% Sound Stewardship, LLC 0.93% FAMILY WEALTH PARTNERS, LLC 0.59% WorthPointe, LLC 3Y 0.53% Ridgeline Wealth, LLC 0.53% LVZ, Inc. 3Y 7Y 0.33%
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