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COMMONWEALTH EQUITY SERVICES, LLC: TAK position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 22,598 TAK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,598 shares
    Change vs previous 13F +2,564 shares

    <0.01% of the 13F portfolio, value $362,250.

    13F-HR 0000312272-26-000020 filed by COMMONWEALTH EQUITY SERVICES, 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 20,034 shares
    Change vs previous 13F +735 shares

    <0.01% of the 13F portfolio, value $371,040.

    13F-HR 0000312272-26-000018 filed by COMMONWEALTH EQUITY SERVICES, 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 19,299 shares
    Change vs previous 13F -1,443 shares

    <0.01% of the 13F portfolio, value $300,870.

    13F-HR 0000312272-26-000007 filed by COMMONWEALTH EQUITY SERVICES, 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 20,742 shares
    Change vs previous 13F +1,060 shares

    <0.01% of the 13F portfolio, value $304,000.

    13F-HR 0000312272-25-000021 filed by COMMONWEALTH EQUITY SERVICES, 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 19,682 shares
    Change vs previous 13F -1,948 shares

    <0.01% of the 13F portfolio, value $304,000.

    13F-HR 0000312272-25-000015 filed by COMMONWEALTH EQUITY SERVICES, 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 21,630 shares
    Change vs previous 13F +3,916 shares

    <0.01% of the 13F portfolio, value $322,000.

    13F-HR 0000312272-25-000010 filed by COMMONWEALTH EQUITY SERVICES, 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 17,714 shares
    Change vs previous 13F -2,389 shares

    <0.01% of the 13F portfolio, value $235,000.

    13F-HR 0000312272-25-000002 filed by COMMONWEALTH EQUITY SERVICES, 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 20,103 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $286,000.

    13F-HR 0000312272-24-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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