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Bleakley Financial Group, LLC: TAK position timeline

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

Bleakley Financial Group, LLC held 432,956 TAK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 432,956 shares
    Change vs previous 13F +1,354 shares

    0.09% of the 13F portfolio, value $6,940,285.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 431,602 shares
    Change vs previous 13F +68,844 shares

    0.13% of the 13F portfolio, value $7,993,269.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 362,758 shares
    Change vs previous 13F +449 shares

    0.1% of the 13F portfolio, value $5,655,397.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 362,309 shares
    Change vs previous 13F +2,943 shares

    0.12% of the 13F portfolio, value $5,304,204.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 359,366 shares
    Change vs previous 13F +32,794 shares

    0.14% of the 13F portfolio, value $5,555,805.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 326,572 shares
    Change vs previous 13F +8,232 shares

    0.16% of the 13F portfolio, value $4,856,132.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 318,340 shares
    Change vs previous 13F -16,830 shares

    0.13% of the 13F portfolio, value $4,214,827.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 335,170 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,766,112.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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