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Cetera Investment Advisers: TAK position timeline

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

Cetera Investment Advisers held 152,601 TAK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,601 shares
    Change vs previous 13F -71,414 shares

    <0.01% of the 13F portfolio, value $2,446,195.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 224,015 shares
    Change vs previous 13F +15,093 shares

    <0.01% of the 13F portfolio, value $4,148,765.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 208,922 shares
    Change vs previous 13F -4,293 shares

    <0.01% of the 13F portfolio, value $3,257,105.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 213,215 shares
    Change vs previous 13F +138,714 shares

    <0.01% of the 13F portfolio, value $3,121,468.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 74,501 shares
    Change vs previous 13F -736 shares

    <0.01% of the 13F portfolio, value $1,151,785.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 75,237 shares
    Change vs previous 13F +15,964 shares

    <0.01% of the 13F portfolio, value $1,118,774.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 59,273 shares
    Change vs previous 13F +7,574 shares

    <0.01% of the 13F portfolio, value $784,774.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 51,699 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $735,164.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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