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Disclosery

Turning Point Benefit Group, Inc.: BSJR position timeline

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

Turning Point Benefit Group, Inc. held 0 BSJR shares at 2025-12-31 per its 13F-HR filed 2026-01-30.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -49,847 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 49,847 shares
    Change vs previous 13F +17,850 shares

    0.68% of the 13F portfolio, value $1,134,268.

    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).

  3. period ended2025-06-30
    13F 31,997 shares
    Change vs previous 13F +12,526 shares

    0.55% of the 13F portfolio, value $726,492.

    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).

  4. period ended2025-03-31
    13F 19,471 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $427,626.

    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).