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Disclosery

LPL Financial LLC: TAK position timeline

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

LPL Financial LLC held 555,228 TAK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 555,228 shares
    Change vs previous 13F +81,021 shares

    <0.01% of the 13F portfolio, value $8,900,303.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 474,207 shares
    Change vs previous 13F +117,773 shares

    <0.01% of the 13F portfolio, value $8,782,315.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 356,434 shares
    Change vs previous 13F +104,259 shares

    <0.01% of the 13F portfolio, value $5,556,805.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 252,175 shares
    Change vs previous 13F +26,737 shares

    <0.01% of the 13F portfolio, value $3,691,846.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 225,438 shares
    Change vs previous 13F +24,005 shares

    <0.01% of the 13F portfolio, value $3,485,274.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 201,433 shares
    Change vs previous 13F +14,781 shares

    <0.01% of the 13F portfolio, value $2,995,303.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 186,652 shares
    Change vs previous 13F +3,564 shares

    <0.01% of the 13F portfolio, value $2,471,276.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 183,088 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,603,511.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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