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Disclosery

SIGNATUREFD, LLC: TAK position timeline

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

SIGNATUREFD, LLC held 77,725 TAK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,725 shares
    Change vs previous 13F +7,702 shares

    0.02% of the 13F portfolio, value $1,245,930.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 70,023 shares
    Change vs previous 13F +4,329 shares

    0.02% of the 13F portfolio, value $1,296,822.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 65,694 shares
    Change vs previous 13F -15,089 shares

    0.02% of the 13F portfolio, value $1,024,171.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 80,783 shares
    Change vs previous 13F +1,152 shares

    0.02% of the 13F portfolio, value $1,182,665.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 79,631 shares
    Change vs previous 13F +12,052 shares

    0.02% of the 13F portfolio, value $1,231,097.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 67,579 shares
    Change vs previous 13F +2,482 shares

    0.02% of the 13F portfolio, value $1,004,901.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 65,097 shares
    Change vs previous 13F +19,786 shares

    0.02% of the 13F portfolio, value $861,884.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 45,311 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $644,322.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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