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Turning Point Benefit Group, Inc.: CGDV position timeline

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

Turning Point Benefit Group, Inc. held 103,996 CGDV 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 103,996 shares
    Change vs previous 13F +73,164 shares

    2.2% of the 13F portfolio, value $5,112,137.

    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 30,832 shares
    Change vs previous 13F -41,497 shares

    0.84% of the 13F portfolio, value $1,323,926.

    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 72,329 shares
    Change vs previous 13F +15,825 shares

    1.65% of the 13F portfolio, value $3,156,437.

    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 56,504 shares
    Change vs previous 13F +34,619 shares

    1.44% of the 13F portfolio, value $2,389,554.

    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 21,885 shares
    Change vs previous 13F +7,068 shares

    0.65% of the 13F portfolio, value $864,239.

    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 14,817 shares
    Change vs previous 13F +7,270 shares

    0.45% of the 13F portfolio, value $476,959.

    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 7,547 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $264,522.

    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).