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Turning Point Benefit Group, Inc.: TPIF position timeline

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

Turning Point Benefit Group, Inc. held 103,650 TPIF 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 103,650 shares
    Change vs previous 13F +59,152 shares

    1.66% of the 13F portfolio, value $3,859,090.

    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 44,498 shares
    Change vs previous 13F -35,918 shares

    1.03% of the 13F portfolio, value $1,624,901.

    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 80,416 shares
    Change vs previous 13F +28,101 shares

    1.46% of the 13F portfolio, value $2,788,827.

    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 52,315 shares
    Change vs previous 13F +20,494 shares

    1.06% of the 13F portfolio, value $1,755,168.

    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 31,821 shares
    Change vs previous 13F -2,658 shares

    0.78% of the 13F portfolio, value $1,027,624.

    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 34,479 shares
    Change vs previous 13F +11,515 shares

    0.85% of the 13F portfolio, value $904,243.

    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 22,964 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $598,442.

    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).