TPIF — TIMOTHY PLAN

Ownership history in WorthPointe, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, LLC 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
0.53% (2025 Q4)
Avg. % of fund
0.36%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 58,493 +33,602 +135.0% 0.53% $2.0M $34.64
2023 Q4 ADDED 24,891 +10,449 +72.4% 0.33% $658K $24.91
2023 Q3 INITIATED 14,442 — — 0.20% $346K —
% 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% Strategic Equity Management 3Y 2.6% 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% Ridgeline Wealth, LLC 0.53% LVZ, Inc. 3Y 7Y 0.33%
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