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Disclosery

First Affirmative Financial Network: TAK position timeline

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

First Affirmative Financial Network held 56,101 TAK shares at 2026-03-31 per its 13F-HR/A filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 56,101 shares
    Change vs previous 13F +14,249 shares

    0.4% of the 13F portfolio, value $1,038,997.

    13F-HR/A 0001656282-26-000005 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 41,852 shares
    Change vs previous 13F +6,025 shares

    0.29% of the 13F portfolio, value $612,710.

    13F-HR 0001656282-25-000008 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 35,827 shares
    Change vs previous 13F +7,961 shares

    0.28% of the 13F portfolio, value $553,889.

    13F-HR 0001656282-25-000007 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 27,866 shares
    Change vs previous 13F +7,264 shares

    0.25% of the 13F portfolio, value $414,370.

    13F-HR 0001656282-25-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 20,602 shares
    Change vs previous 13F +4,736 shares

    0.16% of the 13F portfolio, value $272,774.

    13F-HR 0001656282-25-000001 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 15,866 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $225,615.

    13F-HR 0001656282-24-000010 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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