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Turning Point Benefit Group, Inc.: TPHD position timeline

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

Turning Point Benefit Group, Inc. held 99,122 TPHD 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 99,122 shares
    Change vs previous 13F +45,927 shares

    1.8% of the 13F portfolio, value $4,192,086.

    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 53,195 shares
    Change vs previous 13F -5,594 shares

    1.41% of the 13F portfolio, value $2,207,555.

    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 58,789 shares
    Change vs previous 13F +31,135 shares

    1.18% of the 13F portfolio, value $2,265,140.

    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 27,654 shares
    Change vs previous 13F +1,148 shares

    0.66% of the 13F portfolio, value $1,086,105.

    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 26,506 shares
    Change vs previous 13F +6,509 shares

    0.76% of the 13F portfolio, value $1,001,927.

    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 19,997 shares
    Change vs previous 13F +9,003 shares

    0.63% of the 13F portfolio, value $671,499.

    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 10,994 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $402,380.

    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).