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Farther Finance Advisors, LLC: TAK position timeline

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

Farther Finance Advisors, LLC held 25,420 TAK shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,420 shares
    Change vs previous 13F +4,088 shares

    <0.01% of the 13F portfolio, value $462,389.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,332 shares
    Change vs previous 13F +3,504 shares

    <0.01% of the 13F portfolio, value $341,891.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,828 shares
    Change vs previous 13F +7,959 shares

    <0.01% of the 13F portfolio, value $334,623.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,869 shares
    Change vs previous 13F +2,868 shares

    <0.01% of the 13F portfolio, value $153,859.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,001 shares
    Change vs previous 13F +1,378 shares

    <0.01% of the 13F portfolio, value $102,490.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,623 shares
    Change vs previous 13F +1,003 shares

    <0.01% of the 13F portfolio, value $86,926.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,620 shares
    Change vs previous 13F +1,045 shares

    <0.01% of the 13F portfolio, value $68,833.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,575 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,330.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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