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Turning Point Benefit Group, Inc.: FLOT position timeline

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

Turning Point Benefit Group, Inc. held 350,665 FLOT 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 350,665 shares
    Change vs previous 13F +207,808 shares

    7.69% of the 13F portfolio, value $17,873,975.

    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 142,857 shares
    Change vs previous 13F -106,464 shares

    4.62% of the 13F portfolio, value $7,252,810.

    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 249,321 shares
    Change vs previous 13F +70,901 shares

    6.62% of the 13F portfolio, value $12,680,466.

    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 178,420 shares
    Change vs previous 13F +76,389 shares

    5.48% of the 13F portfolio, value $9,081,578.

    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 102,031 shares
    Change vs previous 13F -19,068 shares

    3.94% of the 13F portfolio, value $5,205,622.

    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 121,099 shares
    Change vs previous 13F +68,663 shares

    5.7% of the 13F portfolio, value $6,092,491.

    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 52,436 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $2,672,663.

    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).