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Turning Point Benefit Group, Inc.: BIBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turning Point Benefit Group, Inc. on BIBL, newest first. How the timeline and the estimate are built.

Turning Point Benefit Group, Inc. held 74,015 BIBL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,015 shares
    Change vs previous 13F +32,746 shares

    1.83% of the 13F portfolio, value $4,243,126.

    13F-HR 0002008513-26-000006 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,269 shares
    Change vs previous 13F -16,690 shares

    1.06% of the 13F portfolio, value $1,662,168.

    13F-HR 0002008513-26-000002 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 57,959 shares
    Change vs previous 13F +8,042 shares

    1.37% of the 13F portfolio, value $2,615,689.

    13F-HR 0002008513-26-000001 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,917 shares
    Change vs previous 13F -6,190 shares

    1.34% of the 13F portfolio, value $2,227,796.

    13F-HR 0002008513-25-000004 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 56,107 shares
    Change vs previous 13F +22,415 shares

    1.76% of the 13F portfolio, value $2,318,902.

    13F-HR 0001667731-25-001017 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,692 shares
    Change vs previous 13F -8,635 shares

    1.17% of the 13F portfolio, value $1,252,941.

    13F-HR 0001667731-25-000612 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 42,327 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,654,789.

    13F-HR 0001667731-25-000201 filed by Turning Point Benefit Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).