SEC 13F Intelligence

O'connor Financial Group LLC / TPIF

O'connor Financial Group LLC’s Timothy Plan Position

Does O'connor Financial Group LLC own Timothy Plan (TPIF)? Yes332.8K shares worth $12M (+4.91% of its 13F portfolio) as of Q1 2026, down from 340.1K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
332.8K
% of Portfolio
+4.91%
Quarters Held
13
currently held

Position History TPIF

Reported value by quarter
Q1 ’23: $8MQ1 ’23Q2 ’23: $9MQ3 ’23: $9MQ3 ’23Q4 ’23: $10MQ1 ’24: $10MQ1 ’24Q2 ’24: $9MQ3 ’24: $10MQ3 ’24Q4 ’24: $10MQ1 ’25: $11MQ1 ’25Q2 ’25: $11MQ3 ’25: $12MQ3 ’25Q4 ’25: $12MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026332.8K$12M+4.91%
Q4 2025340.1K$12M+4.91%
Q3 2025345.4K$12M+4.83%
Q2 2025348.6K$11M+4.99%
Q1 2025365.9K$11M+5.47%
Q4 2024375.3K$10M+5.21%
Q3 2024355.7K$10M+5.40%
Q2 2024355.9K$9M+5.49%
Q1 2024367.6K$10M+5.97%
Q4 2023362.8K$10M+5.93%
Q3 2023360.9K$9M+5.92%
Q2 2023352.7K$9M+6.14%
Q1 2023317.5K$8M+5.97%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of TPIF.