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Disclosery

EVOLVE PRIVATE WEALTH, LLC: TAK position timeline

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

EVOLVE PRIVATE WEALTH, LLC held 33,809 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 33,809 shares
    Change vs previous 13F +7,780 shares

    0.03% of the 13F portfolio, value $541,958.

    13F-HR 0001951757-26-001250 filed by EVOLVE PRIVATE WEALTH, 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 26,029 shares
    Change vs previous 13F +1,125 shares

    0.03% of the 13F portfolio, value $482,057.

    13F-HR 0001951757-26-000621 filed by EVOLVE PRIVATE WEALTH, 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 24,904 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $388,253.

    13F-HR 0001951757-26-000467 filed by EVOLVE PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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