Turning Point Benefit Group, Inc.
Holdings in IAUM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,828,741 | 65,800 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $2,662,775 | 69,163 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $2,326,817 | 70,531 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $2,401,960 | 77,060 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $2,442,838 | 93,345 | Shares | Sole | 2025-02-03 |