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Turning Point Benefit Group, Inc.: RSP position timeline

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

Turning Point Benefit Group, Inc. held 21,715 RSP 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 21,715 shares
    Change vs previous 13F +14,871 shares

    1.99% of the 13F portfolio, value $4,629,708.

    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 6,844 shares
    Change vs previous 13F -8,593 shares

    0.85% of the 13F portfolio, value $1,327,188.

    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 15,437 shares
    Change vs previous 13F +3,514 shares

    1.54% of the 13F portfolio, value $2,957,111.

    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 11,923 shares
    Change vs previous 13F +7,080 shares

    1.37% of the 13F portfolio, value $2,266,919.

    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 4,843 shares
    Change vs previous 13F +2,164 shares

    0.67% of the 13F portfolio, value $880,167.

    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 2,679 shares
    Change vs previous 13F +847 shares

    0.39% of the 13F portfolio, value $417,576.

    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 1,832 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $319,995.

    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).