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Disclosery

Clean Yield Group: TAK position timeline

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

Clean Yield Group held 227,988 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 227,988 shares
    Change vs previous 13F -10,377 shares

    0.91% of the 13F portfolio, value $3,654,648.

    13F-HR 0001525865-26-000003 filed by Clean Yield Group
    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 238,365 shares
    Change vs previous 13F -22,439 shares

    1.24% of the 13F portfolio, value $4,414,520.

    13F-HR 0001525865-26-000002 filed by Clean Yield Group
    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 260,804 shares
    Change vs previous 13F -5,234 shares

    1.13% of the 13F portfolio, value $4,065,934.

    13F-HR 0001525865-26-000001 filed by Clean Yield Group
    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 266,038 shares
    Change vs previous 13F -8,978 shares

    1.1% of the 13F portfolio, value $3,894,796.

    13F-HR 0001525865-25-000010 filed by Clean Yield Group
    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 275,016 shares
    Change vs previous 13F -11,540 shares

    1.27% of the 13F portfolio, value $4,251,747.

    13F-HR 0001525865-25-000005 filed by Clean Yield Group
    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 286,556 shares
    Change vs previous 13F -73,535 shares

    1.39% of the 13F portfolio, value $4,261,088.

    13F-HR 0001525865-25-000002 filed by Clean Yield Group
    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 360,091 shares
    Change vs previous 13F -46,137 shares

    1.52% of the 13F portfolio, value $4,767,605.

    13F-HR 0001525865-25-000001 filed by Clean Yield Group
    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 406,228 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $5,776,562.

    13F-HR 0001525865-24-000008 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

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