B. Riley Wealth Advisors, Inc.
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1464811
MEMPHIS, TN
Position in TAK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$196,463
-$36,426 QoQ
Shares Held
12,256
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#212
of 375 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $1,154,940 across 4 Drug Manufacturers - Specialty & Generic names. TAK ranks #3 (17.0% of the industry book) .
All Filings in TAK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,463 | 12,256 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $232,889 | 12,575 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $208,453 | 13,371 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $192,764 | 13,167 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $174,079 | 11,260 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $149,664 | 11,304 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $162,605 | 11,435 | Shares | Sole | 2024-12-13 | |
| 2021-09-30 | $1,801,718 | 109,995 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,015,644 | 119,765 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,423,475 | 77,956 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||