SEC 13F Intelligence

O'connor Financial Group LLC / TPSC

O'connor Financial Group LLC’s Timothy Plan Position

Does O'connor Financial Group LLC own Timothy Plan (TPSC)? Yes153.0K shares worth $6M (+2.66% of its 13F portfolio) as of Q1 2026, down from 154.5K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
153.0K
% of Portfolio
+2.66%
Quarters Held
13
currently held

Position History TPSC

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ3 ’23Q4 ’23: $5MQ1 ’24: $6MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $6MQ1 ’25Q2 ’25: $6MQ3 ’25: $6MQ3 ’25Q4 ’25: $7MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026153.0K$6M+2.66%
Q4 2025154.5K$7M+2.70%
Q3 2025152.8K$6M+2.66%
Q2 2025153.3K$6M+2.71%
Q1 2025149.5K$6M+2.88%
Q4 2024147.2K$6M+3.00%
Q3 2024144.4K$6M+2.95%
Q2 2024144.3K$5M+2.98%
Q1 2024150.5K$6M+3.29%
Q4 2023148.4K$5M+3.25%
Q3 2023148.3K$5M+3.15%
Q2 2023145.4K$5M+3.20%
Q1 2023126.8K$4M+2.98%

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 TPSC.