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Disclosery

Lester Murray Antman dba SimplyRich: TAK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lester Murray Antman dba SimplyRich on TAK, newest first. How the timeline and the estimate are built.

Lester Murray Antman dba SimplyRich held 0 TAK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -30,702 shares

    13F-HR 0001725888-26-000003 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 30,702 shares
    Change vs previous 13F -437 shares

    0.15% of the 13F portfolio, value $568,000.

    13F-HR 0001725888-26-000002 filed by Lester Murray Antman dba SimplyRich
    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 31,139 shares
    Change vs previous 13F -984 shares

    0.13% of the 13F portfolio, value $485,000.

    13F-HR 0001725888-26-000001 filed by Lester Murray Antman dba SimplyRich
    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 32,123 shares
    Change vs previous 13F -397 shares

    0.13% of the 13F portfolio, value $470,000.

    13F-HR 0001725888-25-000004 filed by Lester Murray Antman dba SimplyRich
    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 32,520 shares
    Change vs previous 13F -2,151 shares

    0.14% of the 13F portfolio, value $502,000.

    13F-HR 0001725888-25-000001 filed by Lester Murray Antman dba SimplyRich
    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 34,671 shares
    Change vs previous 13F +14,999 shares

    0.15% of the 13F portfolio, value $515,000.

    13F-HR 0001842974-25-000009 filed by Lester Murray Antman dba SimplyRich
    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 19,672 shares
    Change vs previous 13F -703 shares

    0.07% of the 13F portfolio, value $260,000.

    13F-HR 0001907157-25-000002 filed by Lester Murray Antman dba SimplyRich
    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 20,375 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $289,000.

    13F-HR 0001792704-24-000019 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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