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Aaron Wealth Advisors LLC: TAK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on TAK, newest first. How the timeline and the estimate are built.

Aaron Wealth Advisors LLC held 39,649 TAK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,649 shares
    Change vs previous 13F -4,142 shares

    0.03% of the 13F portfolio, value $635,573.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
    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 43,791 shares
    Change vs previous 13F +13,529 shares

    0.05% of the 13F portfolio, value $811,009.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
    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 30,262 shares
    Change vs previous 13F -375 shares

    0.03% of the 13F portfolio, value $471,785.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
    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 30,637 shares
    Change vs previous 13F -630 shares

    0.03% of the 13F portfolio, value $448,526.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
    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 31,267 shares
    Change vs previous 13F +6,868 shares

    0.05% of the 13F portfolio, value $483,388.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
    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 24,399 shares
    Change vs previous 13F -601 shares

    0.04% of the 13F portfolio, value $362,813.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
    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 25,000 shares
    Change vs previous 13F +1,670 shares

    0.04% of the 13F portfolio, value $331,000.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 23,330 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $331,753.

    13F-HR 0001172661-24-004302 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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