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Turning Point Benefit Group, Inc.: TPLC position timeline

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

Turning Point Benefit Group, Inc. held 76,674 TPLC 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 76,674 shares
    Change vs previous 13F +54,713 shares

    1.66% of the 13F portfolio, value $3,857,910.

    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 21,961 shares
    Change vs previous 13F -24,287 shares

    0.66% of the 13F portfolio, value $1,031,126.

    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 46,248 shares
    Change vs previous 13F +13,353 shares

    1.1% of the 13F portfolio, value $2,101,971.

    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 32,895 shares
    Change vs previous 13F -1,372 shares

    0.92% of the 13F portfolio, value $1,523,065.

    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 34,267 shares
    Change vs previous 13F +23,702 shares

    1.17% of the 13F portfolio, value $1,538,551.

    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 10,565 shares
    Change vs previous 13F -7,574 shares

    0.38% of the 13F portfolio, value $406,964.

    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 18,139 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $780,886.

    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).