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Disclosery

Optas, LLC: TAK position timeline

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

Optas, LLC held 11,030 TAK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,030 shares
    Change vs previous 13F +11,030 shares

    0.02% of the 13F portfolio, value $176,811.

    13F-HR 0001802961-26-000004 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -11,254 shares

    13F-HR 0001802961-26-000001 filed by Optas, LLC
    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.

  3. period ended2025-09-30
    13F 11,254 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $164,758.

    13F-HR 0001802961-25-000004 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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