Position in TAK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$276,196
-$31,865 QoQ
Shares Held
17,230
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#183
of 376 holders
Holding Since
Jun 2025
5 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, 2026NATURAL INVESTMENTS, LLC holds $1,322,158 across 3 Drug Manufacturers - Specialty & Generic names. TAK ranks #2 (20.9% of the industry book) .
All Filings in TAK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,196 | 17,230 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $308,061 | 16,634 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $257,609 | 16,524 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $192,955 | 13,180 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $194,223 | 12,563 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||