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Disclosery

Advisors Asset Management, Inc.: TAK position timeline

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

Advisors Asset Management, Inc. held 24,309 TAK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,309 shares
    Change vs previous 13F -5,476 shares

    0.01% of the 13F portfolio, value $389,673.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, 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 29,785 shares
    Change vs previous 13F +5,301 shares

    0.01% of the 13F portfolio, value $551,618.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, 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/A 24,484 shares
    Change vs previous 13F -17,940 shares

    0.01% of the 13F portfolio, value $381,706.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, 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/A 42,424 shares
    Change vs previous 13F +4,395 shares

    0.01% of the 13F portfolio, value $621,087.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, 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/A 38,029 shares
    Change vs previous 13F -9,234 shares

    0.01% of the 13F portfolio, value $587,928.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, 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/A 47,263 shares
    Change vs previous 13F +7,852 shares

    0.01% of the 13F portfolio, value $702,801.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, 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/A 39,411 shares
    Change vs previous 13F -11,815 shares

    0.01% of the 13F portfolio, value $521,802.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    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/A 51,226 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $728,434.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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