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Disclosery

Ellevest, Inc.: TAK position timeline

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

Ellevest, Inc. held 29,996 TAK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,996 shares
    Change vs previous 13F +585 shares

    0.06% of the 13F portfolio, value $480,368.

    13F-HR 0001644128-26-000007 filed by Ellevest, Inc.
    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 29,411 shares
    Change vs previous 13F -4,330 shares

    0.08% of the 13F portfolio, value $544,692.

    13F-HR 0001644128-26-000002 filed by Ellevest, Inc.
    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 33,741 shares
    Change vs previous 13F -14,832 shares

    0.07% of the 13F portfolio, value $526,022.

    13F-HR 0001644128-26-000001 filed by Ellevest, Inc.
    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 48,573 shares
    Change vs previous 13F +5,624 shares

    0.1% of the 13F portfolio, value $711,109.

    13F-HR 0001172661-25-005124 filed by Ellevest, Inc.
    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 42,949 shares
    Change vs previous 13F +14,612 shares

    0.11% of the 13F portfolio, value $663,992.

    13F-HR 0001172661-25-002885 filed by Ellevest, Inc.
    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 28,337 shares
    Change vs previous 13F -12,042 shares

    0.03% of the 13F portfolio, value $421,371.

    13F-HR 0001172661-25-001820 filed by Ellevest, Inc.
    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 40,379 shares
    Change vs previous 13F -38,549 shares

    0.03% of the 13F portfolio, value $534,618.

    13F-HR 0001172661-25-001068 filed by Ellevest, Inc.
    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 78,928 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,122,356.

    13F-HR 0001172661-24-004594 filed by Ellevest, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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