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Disclosery

Cerity Partners LLC: TAK position timeline

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

Cerity Partners LLC held 160,601 TAK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,601 shares
    Change vs previous 13F +24,213 shares

    <0.01% of the 13F portfolio, value $2,574,437.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 136,388 shares
    Change vs previous 13F +14,728 shares

    <0.01% of the 13F portfolio, value $2,525,892.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 121,660 shares
    Change vs previous 13F -33,829 shares

    <0.01% of the 13F portfolio, value $1,896,671.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 155,489 shares
    Change vs previous 13F -4,374 shares

    <0.01% of the 13F portfolio, value $2,276,363.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 159,863 shares
    Change vs previous 13F +578 shares

    <0.01% of the 13F portfolio, value $2,471,484.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 159,285 shares
    Change vs previous 13F +71,634 shares

    <0.01% of the 13F portfolio, value $2,368,556.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 87,651 shares
    Change vs previous 13F -39,420 shares

    <0.01% of the 13F portfolio, value $1,204,460.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 127,071 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,806,951.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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