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Turning Point Benefit Group, Inc.: QQQM position timeline

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

Turning Point Benefit Group, Inc. held 17,326 QQQM 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 17,326 shares
    Change vs previous 13F +12,762 shares

    2.24% of the 13F portfolio, value $5,202,340.

    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 4,564 shares
    Change vs previous 13F -9,456 shares

    0.7% of the 13F portfolio, value $1,105,948.

    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 14,020 shares
    Change vs previous 13F +2,314 shares

    1.85% of the 13F portfolio, value $3,545,938.

    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 11,706 shares
    Change vs previous 13F +3,536 shares

    1.75% of the 13F portfolio, value $2,906,951.

    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 8,170 shares
    Change vs previous 13F +6,058 shares

    1.41% of the 13F portfolio, value $1,855,407.

    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 2,112 shares
    Change vs previous 13F +1,141 shares

    0.34% of the 13F portfolio, value $368,565.

    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 971 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $202,104.

    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).