Purchases and Sales Made in Q4 2025 in Timothy Plan U S Sm Cap Core E (TPSC)
This table provides information about the institutional ownership of Timothy Plan U S Sm Cap Core E (TPSC) during Q4 2025. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN U S SM CAP CORE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
138K+ 962.24% |
$5.51M - $5.77M
|
153K
$6.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
18.1K+ 126.26% |
$722K - $756K
|
32.5K
$1.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
4.35K+ 3.92% |
$173K - $181K
|
115K
$4.63M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
953+ 4.74% |
$38K - $39.8K
|
21.1K
$848K
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
500+ 6.1% |
$19.9K - $20.9K
|
8.69K
$350K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
403+ 72.35% |
$16.1K - $16.8K
|
960
$38.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.05% |
$358 - $375
|
866
$34.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-222- 3.06% |
$8.84K - $9.26K
|
7.03K
$283K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14.5K- 33.83% |
$577K - $605K
|
28.3K
$1.14M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-30.2K- 47.61% |
$1.2M - $1.26M
|
33.2K
$1.33M
|
|