TPSC — TIMOTHY PLAN

Ownership history in WorthPointe, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, 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
0.46% (2025 Q4)
Avg. % of fund
0.29%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 42,038 +22,924 +119.9% 0.46% $1.7M $41.38
2023 Q4 ADDED 19,114 +7,470 +64.2% 0.34% $676K $34.57
2023 Q3 ADDED 11,644 +4,796 +70.0% 0.21% $361K $30.14
2023 Q2 INITIATED 6,848 — — 0.13% $218K $30.95
% of Fund (quarterly)    TPSC price (monthly, adj. close)

Other funds also holding TPSC

As of 2025 Q4 — sorted by position size

Plan A Wealth LLC 3.51% 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%
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