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Turning Point Benefit Group, Inc.: SPEM position timeline

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

Turning Point Benefit Group, Inc. held 86,628 SPEM 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 86,628 shares
    Change vs previous 13F -10,580 shares

    1.92% of the 13F portfolio, value $4,452,544.

    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 97,208 shares
    Change vs previous 13F +12,668 shares

    2.37% of the 13F portfolio, value $3,724,186.

    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 84,540 shares
    Change vs previous 13F -2,251 shares

    2.07% of the 13F portfolio, value $3,957,317.

    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 86,791 shares
    Change vs previous 13F -4,571 shares

    2.47% of the 13F portfolio, value $4,087,856.

    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 91,362 shares
    Change vs previous 13F -1,874 shares

    2.96% of the 13F portfolio, value $3,904,812.

    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 93,236 shares
    Change vs previous 13F -3,694 shares

    3.07% of the 13F portfolio, value $3,280,039.

    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 96,930 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $3,711,980.

    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).