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Integrated Wealth Concepts LLC

Position in TAK — Takeda Pharmaceutical Co Ltd

CIK 1737109 WALTHAM, MA

Position in TAK

as of Jun 30, 2026 · filed Sep 9, 2026
Position Value
$286,488
New position
Shares Held
17,872
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#176
of 378 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Drug Manufacturers - Specialty & Generic

Healthcare · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $9,209,617 across 15 Drug Manufacturers - Specialty & Generic names. TAK ranks #8 (3.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 TAK
Takeda Pharmaceutical Co Ltd
This page
17,872 $286,488

All Filings in TAK

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $286,488 17,872