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Turning Point Benefit Group, Inc.: TPSC position timeline

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

Turning Point Benefit Group, Inc. held 72,706 TPSC 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 72,706 shares
    Change vs previous 13F -69,141 shares

    1.5% of the 13F portfolio, value $3,484,168.

    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 141,847 shares
    Change vs previous 13F +54,731 shares

    3.11% of the 13F portfolio, value $4,887,965.

    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 87,116 shares
    Change vs previous 13F -9,700 shares

    1.89% of the 13F portfolio, value $3,610,957.

    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 96,816 shares
    Change vs previous 13F -37,725 shares

    2.43% of the 13F portfolio, value $4,021,736.

    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 134,541 shares
    Change vs previous 13F +123,209 shares

    3.94% of the 13F portfolio, value $5,204,046.

    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 11,332 shares
    Change vs previous 13F -151,941 shares

    0.36% of the 13F portfolio, value $380,076.

    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 163,273 shares
    Change vs previous 13F not available

    6.06% of the 13F portfolio, value $6,372,099.

    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).