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Turning Point Benefit Group, Inc.: MOAT position timeline

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

Turning Point Benefit Group, Inc. held 42,184 MOAT 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 42,184 shares
    Change vs previous 13F +30,524 shares

    1.9% of the 13F portfolio, value $4,420,198.

    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 11,660 shares
    Change vs previous 13F -17,633 shares

    0.72% of the 13F portfolio, value $1,130,670.

    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 29,293 shares
    Change vs previous 13F +6,381 shares

    1.58% of the 13F portfolio, value $3,033,582.

    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 22,912 shares
    Change vs previous 13F +14,352 shares

    1.39% of the 13F portfolio, value $2,301,969.

    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 8,560 shares
    Change vs previous 13F +3,466 shares

    0.61% of the 13F portfolio, value $802,842.

    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 5,094 shares
    Change vs previous 13F +2,715 shares

    0.37% of the 13F portfolio, value $399,981.

    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 2,379 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $219,130.

    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).