Turning Point Benefit Group, Inc.: VYM position timeline

Turning Point Benefit Group, Inc. held 8,035 VYM 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 8,035 shares

   Change vs previous 13F +2,683 shares

   0.55% of the 13F portfolio, value $1,270,171.

   13F-HR 0002008513-26-000006 filed by Turning Point Benefit Group, Inc.
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,352 shares

   Change vs previous 13F -460 shares

   0.51% of the 13F portfolio, value $795,789.

   13F-HR 0002008513-26-000002 filed by Turning Point Benefit Group, Inc.
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,812 shares

   Change vs previous 13F +254 shares

   0.44% of the 13F portfolio, value $834,138.

   13F-HR 0002008513-26-000001 filed by Turning Point Benefit Group, Inc.
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 5,558 shares

   Change vs previous 13F -3,888 shares

   0.47% of the 13F portfolio, value $784,122.

   13F-HR 0002008513-25-000004 filed by Turning Point Benefit Group, Inc.
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 9,446 shares

   Change vs previous 13F not available

   0.95% of the 13F portfolio, value $1,259,247.

   13F-HR 0001667731-25-001017 filed by Turning Point Benefit Group, Inc.
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).