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Disclosery

Turning Point Benefit Group, Inc.: BSJU position timeline

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

Turning Point Benefit Group, Inc. held 93,853 BSJU 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 93,853 shares
    Change vs previous 13F +36,512 shares

    1.04% of the 13F portfolio, value $2,422,567.

    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 57,341 shares
    Change vs previous 13F -3,931 shares

    0.94% of the 13F portfolio, value $1,479,971.

    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 61,272 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,599,505.

    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).