Purchases and Sales Made in Q4 2025 in Timothy Plan U S Large/Mid Cap (TPLC)
This table provides information about the institutional ownership of Timothy Plan U S Large/Mid Cap (TPLC) during Q4 2025. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN U S LARGE/MID CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
22.8KNew |
$1.03M - $1.06M
|
22.8K
$1.03M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
21.2K+ 42.67% |
$952K - $986K
|
70.8K
$3.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.11K+ 7.72% |
$275K - $285K
|
85.3K
$3.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.13KNew |
$231K - $239K
|
5.13K
$231K
|
|
|
Jan 15, 2026
Q4 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
5KNew |
$225K - $233K
|
5K
$226K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
3.38K+ 350.21% |
$152K - $157K
|
4.34K
$196K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.9K+ 7.84% |
$130K - $135K
|
39.9K
$1.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.35K+ 70.97% |
$105K - $109K
|
5.65K
$255K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.57K+ 16.25% |
$70.4K - $72.9K
|
11.2K
$506K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
597+ 8.54% |
$26.8K - $27.8K
|
7.59K
$343K
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
555+ 6.65% |
$25K - $25.8K
|
8.91K
$402K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.48% |
$540 - $559
|
2.52K
$114K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-154- 0.24% |
$6.93K - $7.17K
|
64K
$2.89M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.33K- 9.92% |
$59.7K - $61.8K
|
12K
$544K
|
|