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Carrera Capital Advisors: TAK position timeline

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

Carrera Capital Advisors held 167,167 TAK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,167 shares
    Change vs previous 13F +2,045 shares

    0.4% of the 13F portfolio, value $2,730,584.

    13F-HR 0002035329-26-000004 filed by Carrera Capital 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 165,122 shares
    Change vs previous 13F +4,763 shares

    0.47% of the 13F portfolio, value $3,058,055.

    13F-HR 0002035329-26-000002 filed by Carrera Capital 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 160,359 shares
    Change vs previous 13F +9,761 shares

    0.42% of the 13F portfolio, value $2,499,990.

    13F-HR 0002035329-26-000001 filed by Carrera Capital 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 150,598 shares
    Change vs previous 13F +11,453 shares

    0.4% of the 13F portfolio, value $2,204,761.

    13F-HR 0002035329-25-000007 filed by Carrera Capital 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 139,145 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,152,580.

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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