Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.05% |
$32.8 - $38.7
|
1.87K
$75.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-109- 1.0% |
$3.57K - $4.22K
|
10.7K
$436K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-131- 0.54% |
$4.29K - $5.07K
|
24.2K
$981K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-218- 3.85% |
$7.14K - $8.44K
|
5.44K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-311- 4.48% |
$10.2K - $12K
|
6.63K
$269K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-343- 4.56% |
$11.2K - $13.3K
|
7.18K
$292K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-382- 20.89% |
$12.5K - $14.8K
|
1.45K
$58.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-441- 27.81% |
$14.5K - $17.1K
|
1.15K
$46.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-483- 27.38% |
$15.8K - $18.7K
|
1.28K
$52K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-1.26KClosed |
$41.3K - $48.8K
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.57K- 53.74% |
$51.6K - $60.9K
|
1.36K
$55K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 10.79% |
$65.6K - $77.5K
|
16.5K
$671K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.15K- 92.66% |
$70.3K - $83.1K
|
170
$6.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.36K- 5.28% |
$77.5K - $91.5K
|
42.4K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.14K- 27.37% |
$103K - $122K
|
8.34K
$339K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.17K- 20.69% |
$137K - $162K
|
16K
$650K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.85K- 7.2% |
$159K - $188K
|
62.5K
$2.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.1K- 65.34% |
$332K - $392K
|
5.37K
$218K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-17.9K- 7.99% |
$586K - $692K
|
206K
$8.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
SELL
|
- |
-53.4K- 16.28% |
$1.75M - $2.07M
|
274K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-91.5K- 43.56% |
$3M - $3.54M
|
119K
$4.82M
|