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Turning Point Benefit Group, Inc.: SLVP position timeline

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

Turning Point Benefit Group, Inc. held 65,065 SLVP 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 65,065 shares
    Change vs previous 13F +15,670 shares

    0.86% of the 13F portfolio, value $2,009,126.

    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 49,395 shares
    Change vs previous 13F -38,243 shares

    1.15% of the 13F portfolio, value $1,808,973.

    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 87,638 shares
    Change vs previous 13F +5,041 shares

    1.57% of the 13F portfolio, value $3,003,353.

    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 82,597 shares
    Change vs previous 13F +20,657 shares

    1.37% of the 13F portfolio, value $2,277,199.

    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 61,940 shares
    Change vs previous 13F +5,457 shares

    0.84% of the 13F portfolio, value $1,103,151.

    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 56,483 shares
    Change vs previous 13F +11,801 shares

    0.68% of the 13F portfolio, value $729,761.

    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 44,682 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $530,822.

    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).