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Turning Point Benefit Group, Inc.: WPM position timeline

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

Turning Point Benefit Group, Inc. held 40,224 WPM 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 40,224 shares
    Change vs previous 13F -16,483 shares

    1.93% of the 13F portfolio, value $4,498,275.

    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 56,707 shares
    Change vs previous 13F +2,652 shares

    3.57% of the 13F portfolio, value $5,613,104.

    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 54,055 shares
    Change vs previous 13F +1,537 shares

    3.32% of the 13F portfolio, value $6,352,543.

    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 52,518 shares
    Change vs previous 13F -1,621 shares

    3.53% of the 13F portfolio, value $5,854,181.

    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 54,139 shares
    Change vs previous 13F -1,256 shares

    3.68% of the 13F portfolio, value $4,861,682.

    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 55,395 shares
    Change vs previous 13F -2,577 shares

    3.66% of the 13F portfolio, value $3,915,319.

    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 57,972 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $3,249,662.

    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).