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CAPTRUST FINANCIAL ADVISORS: TAK position timeline

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

CAPTRUST FINANCIAL ADVISORS held 143,998 TAK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,998 shares
    Change vs previous 13F -14,631 shares

    <0.01% of the 13F portfolio, value $2,308,283.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 158,629 shares
    Change vs previous 13F +39,855 shares

    0.01% of the 13F portfolio, value $2,937,811.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 118,774 shares
    Change vs previous 13F +77,670 shares

    <0.01% of the 13F portfolio, value $1,851,682.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 41,104 shares
    Change vs previous 13F +2,664 shares

    <0.01% of the 13F portfolio, value $601,765.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 38,440 shares
    Change vs previous 13F +2,189 shares

    <0.01% of the 13F portfolio, value $594,278.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 36,251 shares
    Change vs previous 13F +18,817 shares

    <0.01% of the 13F portfolio, value $539,048.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 17,434 shares
    Change vs previous 13F -6,702 shares

    <0.01% of the 13F portfolio, value $230,823.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 24,136 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $343,214.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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