Dynasty Wealth Management, LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 1727599
ST. PETERSBURG, FL
Position in TAK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$366,654
+$171,583 QoQ
Shares Held
22,873
+117.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#154
of 375 holders
Holding Since
Sep 2025
3 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, 2026Dynasty Wealth Management, LLC holds $1,138,314 across 3 Drug Manufacturers - Specialty & Generic names. TAK ranks #2 (32.2% of the industry book) .
All Filings in TAK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,654 | 22,873 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $195,071 | 10,533 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $705,940 | 48,220 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||