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Turning Point Benefit Group, Inc.: SPYM position timeline

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

Turning Point Benefit Group, Inc. held 98,369 SPYM 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 98,369 shares
    Change vs previous 13F -43,358 shares

    3.72% of the 13F portfolio, value $8,637,957.

    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 141,727 shares
    Change vs previous 13F +19,747 shares

    5.37% of the 13F portfolio, value $8,437,822.

    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 121,980 shares
    Change vs previous 13F -16,969 shares

    5.11% of the 13F portfolio, value $9,785,235.

    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 138,949 shares
    Change vs previous 13F -41,000 shares

    6.59% of the 13F portfolio, value $10,925,559.

    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 179,949 shares
    Change vs previous 13F +32,481 shares

    10.04% of the 13F portfolio, value $13,250,625.

    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 147,468 shares
    Change vs previous 13F -20,686 shares

    8.18% of the 13F portfolio, value $8,749,272.

    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 168,154 shares
    Change vs previous 13F not available

    11.02% of the 13F portfolio, value $11,590,360.

    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).