Skip to content
Disclosery

Turning Point Benefit Group, Inc.: DFIV position timeline

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

Turning Point Benefit Group, Inc. held 162,367 DFIV 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 162,367 shares
    Change vs previous 13F +99,783 shares

    3.77% of the 13F portfolio, value $8,768,168.

    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 62,584 shares
    Change vs previous 13F -59,939 shares

    2.13% of the 13F portfolio, value $3,345,741.

    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 122,523 shares
    Change vs previous 13F +21,404 shares

    3.19% of the 13F portfolio, value $6,113,897.

    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 101,119 shares
    Change vs previous 13F +73,187 shares

    2.82% of the 13F portfolio, value $4,679,787.

    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 27,932 shares
    Change vs previous 13F +8,443 shares

    0.91% of the 13F portfolio, value $1,196,328.

    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 19,489 shares
    Change vs previous 13F +9,363 shares

    0.64% of the 13F portfolio, value $680,946.

    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 10,126 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $358,055.

    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).