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Disclosery

Allworth Financial LP: TAK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on TAK, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 13,516 TAK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,516 shares
    Change vs previous 13F +783 shares

    <0.01% of the 13F portfolio, value $216,665.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 12,733 shares
    Change vs previous 13F +258 shares

    <0.01% of the 13F portfolio, value $235,824.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 12,475 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $194,480.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 12,305 shares
    Change vs previous 13F +948 shares

    <0.01% of the 13F portfolio, value $180,151.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 11,357 shares
    Change vs previous 13F +560 shares

    <0.01% of the 13F portfolio, value $175,585.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 10,797 shares
    Change vs previous 13F +1,215 shares

    <0.01% of the 13F portfolio, value $163,143.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 9,582 shares
    Change vs previous 13F +3,222 shares

    <0.01% of the 13F portfolio, value $123,512.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 6,360 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $90,440.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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