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Turning Point Benefit Group, Inc.: BIL position timeline

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

Turning Point Benefit Group, Inc. held 265,621 BIL 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 265,621 shares
    Change vs previous 13F -140,250 shares

    10.45% of the 13F portfolio, value $24,293,280.

    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 405,871 shares
    Change vs previous 13F +132,188 shares

    23.64% of the 13F portfolio, value $37,124,082.

    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 273,683 shares
    Change vs previous 13F -19,900 shares

    13.06% of the 13F portfolio, value $25,009,152.

    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 293,583 shares
    Change vs previous 13F -51,786 shares

    16.2% of the 13F portfolio, value $26,851,100.

    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 345,369 shares
    Change vs previous 13F -22,504 shares

    23.99% of the 13F portfolio, value $31,680,698.

    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 367,873 shares
    Change vs previous 13F +4,524 shares

    31.47% of the 13F portfolio, value $33,656,701.

    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 363,349 shares
    Change vs previous 13F not available

    31.59% of the 13F portfolio, value $33,227,472.

    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).