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Turning Point Benefit Group, Inc.: TFLR position timeline

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

Turning Point Benefit Group, Inc. held 53,292 TFLR 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 53,292 shares
    Change vs previous 13F +25,132 shares

    1.16% of the 13F portfolio, value $2,686,010.

    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 28,160 shares
    Change vs previous 13F -60,781 shares

    0.91% of the 13F portfolio, value $1,421,136.

    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 88,941 shares
    Change vs previous 13F +25,863 shares

    2.39% of the 13F portfolio, value $4,571,940.

    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 63,078 shares
    Change vs previous 13F +26,541 shares

    1.96% of the 13F portfolio, value $3,247,128.

    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 36,537 shares
    Change vs previous 13F -1,730 shares

    1.42% of the 13F portfolio, value $1,879,098.

    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 38,267 shares
    Change vs previous 13F +24,602 shares

    1.78% of the 13F portfolio, value $1,904,609.

    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 13,665 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $708,189.

    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).