Turning Point Benefit Group, Inc.: PANW position timeline

Turning Point Benefit Group, Inc. held 1,852 PANW 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 1,852 shares

   Change vs previous 13F +163 shares

   0.27% of the 13F portfolio, value $633,211.

   13F-HR 0002008513-26-000006 filed by Turning Point Benefit Group, Inc.
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,689 shares

   Change vs previous 13F +75 shares

   0.17% of the 13F portfolio, value $273,534.

   13F-HR 0002008513-26-000002 filed by Turning Point Benefit Group, Inc.
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,614 shares

   Change vs previous 13F +110 shares

   0.16% of the 13F portfolio, value $297,299.

   13F-HR 0002008513-26-000001 filed by Turning Point Benefit Group, Inc.
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,504 shares

   Change vs previous 13F +172 shares

   0.19% of the 13F portfolio, value $311,027.

   13F-HR 0002008513-25-000004 filed by Turning Point Benefit Group, Inc.
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,332 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $272,580.

   13F-HR 0001667731-25-001017 filed by Turning Point Benefit Group, Inc.
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).