TPLC β€” TIMOTHY PLAN

Ownership history in TrueWealth Advisors, LLC  Β·  13 quarters on record

AI Ownership Summary

TrueWealth Advisors, LLC reported TIMOTHY PLAN (TPLC) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.49% in 2025 Q1. The latest visible filing shows TPLC at 0.47% 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 TPLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TrueWealth Advisors, LLC's position in TIMOTHY PLAN, 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

TPLC was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2025 Q1

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

Time in book
Holding Window
2023 Q3 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 TrueWealth Advisors, LLC held TPLC β€” position size vs. price
% of Fund (quarterly)    TPLC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 39,858 +2,899 +7.8% 0.47% $1.8M 2026-02-14 (Est.) $48.46
2025 Q3 ADDED 36,959 +1,073 +3.0% 0.46% $1.7M 2025-10-15 $45.57
2025 Q2 ADDED 35,886 +432 +1.2% 0.48% $1.6M 2025-07-03 $45.35
2025 Q1 ADDED 35,454 +20,584 +138.4% 0.49% $1.5M 2025-04-10 $39.17
2024 Q4 ADDED 14,870 +1,891 +14.6% 0.21% $637K 2025-01-15 $43.52
2024 Q3 REDUCED 12,979 -12,237 -48.5% 0.19% $571K 2024-10-29 $43.13
2024 Q2 ADDED 25,216 +1,048 +4.3% 0.38% $1.0M 2024-07-24 $40.40
2024 Q1 ADDED 24,168 +664 +2.8% 0.39% $1.0M 2024-04-23 $39.40
2023 Q4 REDUCED 23,504 -580 -2.4% 0.35% $898K 2024-02-08 $38.03
2023 Q3 ADDED 24,084 +2,416 +11.2% 0.35% $830K 2023-11-07 $33.47
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About TrueWealth Advisors, LLC and TPLC

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

How long has TrueWealth Advisors, LLC reported owning TPLC?

TrueWealth Advisors, LLC reported TPLC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported TPLC position in TrueWealth Advisors, LLC's portfolio?

The largest reported portfolio weight for TPLC was 0.49% in 2025 Q1.

What is the latest reported TPLC position on this page?

The most recent filing on this page is 2025 Q4, when TrueWealth Advisors, LLC reported 39,858 shares, equal to 0.47% of portfolio, with an estimated market value of $1.8M.

What does the chart on this TPLC ownership page compare?

The chart compares TrueWealth Advisors, LLC's quarterly TPLC 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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