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Turning Point Benefit Group, Inc.: IAUM position timeline

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

Turning Point Benefit Group, Inc. held 66,827 IAUM 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 66,827 shares
    Change vs previous 13F -8,162 shares

    1.16% of the 13F portfolio, value $2,690,159.

    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 74,989 shares
    Change vs previous 13F +9,189 shares

    1.46% of the 13F portfolio, value $2,288,149.

    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 65,800 shares
    Change vs previous 13F -3,363 shares

    1.48% of the 13F portfolio, value $2,828,742.

    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 69,163 shares
    Change vs previous 13F -1,368 shares

    1.61% of the 13F portfolio, value $2,666,233.

    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 70,531 shares
    Change vs previous 13F -6,529 shares

    1.76% of the 13F portfolio, value $2,326,818.

    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 77,060 shares
    Change vs previous 13F -16,285 shares

    2.14% of the 13F portfolio, value $2,284,834.

    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 93,345 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $2,443,691.

    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).