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Turning Point Benefit Group, Inc.: WWJD position timeline

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

Turning Point Benefit Group, Inc. held 232,672 WWJD 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 232,672 shares
    Change vs previous 13F -163,395 shares

    3.8% of the 13F portfolio, value $8,845,934.

    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 396,067 shares
    Change vs previous 13F +131,321 shares

    7.43% of the 13F portfolio, value $11,673,342.

    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 264,746 shares
    Change vs previous 13F -18,753 shares

    5.04% of the 13F portfolio, value $9,657,934.

    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 283,499 shares
    Change vs previous 13F -82,337 shares

    6.07% of the 13F portfolio, value $10,064,215.

    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 365,836 shares
    Change vs previous 13F -32,115 shares

    9.5% of the 13F portfolio, value $12,537,200.

    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 397,951 shares
    Change vs previous 13F -21,206 shares

    11.32% of the 13F portfolio, value $12,104,331.

    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 419,157 shares
    Change vs previous 13F not available

    11.55% of the 13F portfolio, value $12,145,830.

    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).