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 (TPIF)
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 15,875 <0.01 Add 7.31% <0.01 $26.45 $419,833 SEC
2023   Q3 14,794 <0.01 Reduce 5.81% <0.01 $23.97 $354,627 SEC
2023   Q2 15,707 <0.01 Reduce 13.33% <0.01 $25.23 $396,284 SEC
2023   Q1 18,122 <0.01 Buy <0.01 $24.99 $452,869 SEC
2022   Q1 0 0.00 Sell 100.00% <0.01 SEC
2021   Q4 12,139 <0.01 Add 2.03% $29.08 $353,000 SEC
2021   Q3 11,897 <0.01 Add 30.16% <0.01 $28.41 $338,000 SEC
2021   Q2 9,140 <0.01 Buy <0.01 $29.10 $266,000 SEC