Forum Financial Management, LP
Holdings in TAK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,595,387 | 102,334 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $1,498,169 | 102,334 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $1,421,299 | 91,934 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $1,699,997 | 114,324 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $1,513,649 | 114,324 | Shares | Sole | 2025-02-20 |
| 2024-09-30 | $695,713 | 48,925 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $633,089 | 48,925 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $469,662 | 33,813 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $374,030 | 26,211 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $1,042,956 | 67,418 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $1,053,858 | 67,082 | Shares | Sole | 2023-07-26 |
| 2023-03-31 | $1,288,505 | 78,186 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $1,219,327 | 78,162 | Shares | Sole | 2023-01-24 |
| 2022-09-30 | $1,013,670 | 78,155 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $1,097,211 | 78,149 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $1,114,554 | 77,832 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,060,850 | 77,832 | Shares | Sole | 2022-02-18 |