Position in TAK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,003
+$1,803 QoQ
Shares Held
125
+861.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#332
of 375 holders
Holding Since
Dec 2024
4 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, 2026High Note Wealth, LLC holds $13,258 across 4 Drug Manufacturers - Specialty & Generic names. TAK ranks #3 (15.1% of the industry book) .
All Filings in TAK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,003 | 125 | Shares | Sole | 2026-07-23 | |
| 2025-06-30 | $200 | 13 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $193 | 13 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $172 | 13 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||