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Disclosery

Sunbelt Securities, Inc.: TAK position timeline

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

Sunbelt Securities, Inc. held 35 TAK shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 35 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $648.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    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 42 shares
    Change vs previous 13F -342 shares

    <0.01% of the 13F portfolio, value $656.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 384 shares
    Change vs previous 13F -1,603 shares

    <0.01% of the 13F portfolio, value $5,617.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,987 shares
    Change vs previous 13F +1,610 shares

    <0.01% of the 13F portfolio, value $26,304.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 377 shares
    Change vs previous 13F -1,610 shares

    <0.01% of the 13F portfolio, value $5,612.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,987 shares
    Change vs previous 13F -801 shares

    <0.01% of the 13F portfolio, value $26,165.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,788 shares
    Change vs previous 13F -4,806 shares

    <0.01% of the 13F portfolio, value $39,648.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 7,594 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $98,264.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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