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Disclosery

Focus Partners Wealth: TAK position timeline

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

Focus Partners Wealth held 694,252 TAK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 694,252 shares
    Change vs previous 13F +201,816 shares

    0.01% of the 13F portfolio, value $11,130,287.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 679,950 shares
    • Focus Partners Advisor Solutions, LLC: 14,302 shares

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

  2. period ended2026-03-31
    13F 492,436 shares
    Change vs previous 13F -69,613 shares

    0.01% of the 13F portfolio, value $9,059,277.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 482,387 shares
    • Focus Partners Advisor Solutions, LLC: 10,049 shares

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

  3. period ended2025-12-31
    13F 562,049 shares
    Change vs previous 13F +461,458 shares

    0.01% of the 13F portfolio, value $8,760,659.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 100,591 shares
    Change vs previous 13F +590 shares

    <0.01% of the 13F portfolio, value $1,472,674.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 100,591 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 100,001 shares
    Change vs previous 13F +17,263 shares

    <0.01% of the 13F portfolio, value $1,545,599.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 89,776 shares
    • Focus Partners Advisor Solutions, LLC: 10,225 shares

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

  6. period ended2025-03-31
    13F/A 82,738 shares
    Change vs previous 13F +3,094 shares

    <0.01% of the 13F portfolio, value $1,230,326.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 79,644 shares
    Change vs previous 13F +64,693 shares

    <0.01% of the 13F portfolio, value $1,054,500.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 14,951 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $212,605.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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