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Turning Point Benefit Group, Inc.: CGMS position timeline

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

Turning Point Benefit Group, Inc. held 391,822 CGMS 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 391,822 shares
    Change vs previous 13F +233,136 shares

    4.61% of the 13F portfolio, value $10,706,351.

    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 158,686 shares
    Change vs previous 13F -114,643 shares

    2.76% of the 13F portfolio, value $4,340,816.

    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 273,329 shares
    Change vs previous 13F +79,497 shares

    3.94% of the 13F portfolio, value $7,549,347.

    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 193,832 shares
    Change vs previous 13F +85,983 shares

    3.25% of the 13F portfolio, value $5,390,467.

    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 107,849 shares
    Change vs previous 13F -25,295 shares

    2.26% of the 13F portfolio, value $2,978,789.

    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 133,144 shares
    Change vs previous 13F +72,572 shares

    3.31% of the 13F portfolio, value $3,538,967.

    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 60,572 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,641,501.

    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).