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Turning Point Benefit Group, Inc.

SEC CIK
0002008513
Latest filing
Jul 23, 2026

WELL holding history

Welltower Inc. in every 13F filed by Turning Point Benefit Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overviewAll 13F holders of WELLFull Q2 2026 holdings

Shares (Q2 2026)
970
Value
$220.4K
% of portfolio
0.1%
Quarters held
3
Since Q3 2025
Holdings of WELL by Turning Point Benefit Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026970$220.4K0.1%+970NewHolders
Q1 20260$00.0%−817−100.0%Sold outHolders
Q4 2025817$151.6K0.1%+106+14.9%AddedHolders
Q3 2025711$127.5K0.1%+711NewHolders