Independent Advisor Alliance
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1696899
CHARLOTTE, NC
Position in TAK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$286,695
+$68,363 QoQ
Shares Held
17,885
+51.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#176
of 375 holders
Holding Since
Mar 2026
2 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, 2026Independent Advisor Alliance holds $3,917,447 across 6 Drug Manufacturers - Specialty & Generic names. TAK ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELAN |
Elanco Animal Health Inc
|
98,746 | $2,430,138 | |
| 2 | VTRS |
Viatris Inc
|
32,752 | $520,101 | |
| 3 | UTHR |
UNITED THERAPEUTICS Corp
|
856 | $463,805 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
17,885 | $286,695 | |
| 5 | HLN |
Haleon plc
|
22,091 | $206,108 | |
| 6 | CRDL |
Cardiol Therapeutics Inc.
|
10,000 | $10,600 |
All Filings in TAK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,695 | 17,885 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $218,332 | 11,789 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||