Position in TAK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,773
-$430 QoQ
Shares Held
173
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 376 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026JNBA Financial Advisors holds $76,272 across 5 Drug Manufacturers - Specialty & Generic names. TAK ranks #2 (3.6% of the industry book) .
All Filings in TAK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,773 | 173 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,203 | 173 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,697 | 173 | Shares | Sole | 2026-01-26 | |
| 2021-12-31 | $1,635 | 120 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,965 | 120 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,019 | 120 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,191 | 120 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,184 | 120 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,140 | 120 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,151 | 120 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,821 | 120 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||