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Summit Global Investments: TAK position timeline

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

Summit Global Investments held 89,173 TAK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,173 shares
    Change vs previous 13F -27,321 shares

    0.08% of the 13F portfolio, value $1,429,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    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 116,494 shares
    Change vs previous 13F +12,121 shares

    0.13% of the 13F portfolio, value $2,157,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    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 104,373 shares
    Change vs previous 13F +19,171 shares

    0.1% of the 13F portfolio, value $1,627,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    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 85,202 shares
    Change vs previous 13F -96,451 shares

    0.07% of the 13F portfolio, value $1,247,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    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 181,653 shares
    Change vs previous 13F -169,086 shares

    0.17% of the 13F portfolio, value $2,808,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    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 350,739 shares
    Change vs previous 13F -378,461 shares

    0.38% of the 13F portfolio, value $5,215,000.

    13F-HR 0001697953-25-000003 filed by Summit Global Investments
    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 729,200 shares
    Change vs previous 13F +313,642 shares

    0.6% of the 13F portfolio, value $9,655,000.

    13F-HR 0001697953-25-000001 filed by Summit Global Investments
    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 415,558 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,909,000.

    13F-HR 0001697953-24-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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