Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Timothy Plan (TPLC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q1 0 0.00 Sell 100.00% <0.01 SEC
2023   Q4 15,147 <0.01 Reduce 5.48% <0.01 $38.21 $578,794 SEC
2023   Q3 16,025 <0.01 Add 10.18% <0.01 $34.47 $552,382 SEC
2023   Q2 14,545 <0.01 Reduce 8.75% <0.01 $35.98 $523,268 SEC
2023   Q1 15,939 <0.01 Reduce 24.48% <0.01 $34.45 $549,035 SEC
2022   Q4 21,107 <0.01 Reduce 2.97% <0.01 $33.50 $707,085 SEC
2022   Q3 21,752 <0.01 Reduce 0.98% $30.16 $656,000 SEC
2022   Q2 21,968 <0.01 Reduce 30.24% <0.01 $31.27 $687,000 SEC
2022   Q1 31,492 <0.01 Reduce 8.33% <0.01 $36.39 $1,146,000 SEC
2021   Q4 34,353 <0.01 Add 167.03% <0.01 $38.72 $1,330,000 SEC
2021   Q3 12,865 <0.01 Add 1.60% $34.82 $448,000 SEC
2021   Q2 12,662 <0.01 $34.91 $442,000 SEC
2021   Q1 12,662 <0.01 Buy <0.01 $32.93 $417,000 SEC