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Turning Point Benefit Group, Inc.: SCHG position timeline

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

Turning Point Benefit Group, Inc. held 10,804 SCHG 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 10,804 shares
    Change vs previous 13F -9,843 shares

    0.16% of the 13F portfolio, value $367,478.

    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 20,647 shares
    Change vs previous 13F +9,426 shares

    0.31% of the 13F portfolio, value $492,997.

    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 11,221 shares
    Change vs previous 13F -11,136 shares

    0.19% of the 13F portfolio, value $366,028.

    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 22,357 shares
    Change vs previous 13F -3,716 shares

    0.43% of the 13F portfolio, value $717,436.

    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 26,073 shares
    Change vs previous 13F +4,616 shares

    0.58% of the 13F portfolio, value $761,592.

    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 21,457 shares
    Change vs previous 13F -9,838 shares

    0.45% of the 13F portfolio, value $484,929.

    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 31,295 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $872,198.

    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).