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Disclosery

Ethic Inc.: TAK position timeline

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

Ethic Inc. held 365,253 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 365,253 shares
    Change vs previous 13F +30,417 shares

    0.07% of the 13F portfolio, value $5,854,998.

    13F-HR 0001780570-26-000005 filed by Ethic 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 334,836 shares
    Change vs previous 13F +30,181 shares

    0.1% of the 13F portfolio, value $6,201,170.

    13F-HR 0001780570-26-000004 filed by Ethic 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 304,655 shares
    Change vs previous 13F -6,096 shares

    0.07% of the 13F portfolio, value $4,749,575.

    13F-HR 0001780570-26-000002 filed by Ethic 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 310,751 shares
    Change vs previous 13F +43,295 shares

    0.07% of the 13F portfolio, value $4,549,394.

    13F-HR 0001780570-25-000008 filed by Ethic 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 267,456 shares
    Change vs previous 13F +47,921 shares

    0.07% of the 13F portfolio, value $4,038,584.

    13F-HR 0001780570-25-000005 filed by Ethic 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 219,535 shares
    Change vs previous 13F -106,772 shares

    0.07% of the 13F portfolio, value $3,271,069.

    13F-HR 0001780570-25-000003 filed by Ethic 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 326,307 shares
    Change vs previous 13F -113,512 shares

    0.09% of the 13F portfolio, value $4,320,307.

    13F-HR 0001780570-25-000002 filed by Ethic 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 439,819 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,109,081.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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