Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.6K+ 29.83% |
$561K - $614K
|
63.3K
$2.57M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 20.85% |
$134K - $146K
|
20.1K
$817K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.22K+ 17.49% |
$47K - $51.4K
|
8.19K
$333K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
853+ 7.94% |
$32.9K - $36K
|
11.6K
$471K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
557New |
$21.5K - $23.5K
|
557
$22.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
351+ 25.9% |
$13.5K - $14.8K
|
1.71K
$69.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
320New |
$12.3K - $13.5K
|
320
$13K
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
275+ 3.94% |
$10.6K - $11.6K
|
7.25K
$294K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
175New |
$6.75K - $7.38K
|
175
$7.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51+ 3.43% |
$1.97K - $2.15K
|
1.54K
$62.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-177- 17.12% |
$6.83K - $7.46K
|
857
$34.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.03K- 4.24% |
$39.5K - $43.2K
|
23.1K
$939K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.56K- 3.33% |
$60.2K - $65.8K
|
45.4K
$1.84M
|