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Turning Point Benefit Group, Inc.: PDBC position timeline

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

Turning Point Benefit Group, Inc. held 67,085 PDBC 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 67,085 shares
    Change vs previous 13F -35,547 shares

    0.46% of the 13F portfolio, value $1,061,198.

    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 102,632 shares
    Change vs previous 13F +28,545 shares

    0.92% of the 13F portfolio, value $1,440,527.

    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 74,087 shares
    Change vs previous 13F -6,046 shares

    0.51% of the 13F portfolio, value $981,653.

    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 80,133 shares
    Change vs previous 13F -22,293 shares

    0.65% of the 13F portfolio, value $1,074,583.

    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 102,426 shares
    Change vs previous 13F -24,675 shares

    1.01% of the 13F portfolio, value $1,335,635.

    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 127,101 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $1,588,763.

    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).