Position in TAK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$953,656
+$125,794 QoQ
Shares Held
59,492
+33.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#103
of 376 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TAK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Naviter Wealth, LLC holds $1,971,654 across 3 Drug Manufacturers - Specialty & Generic names. TAK ranks #1 (48.4% of the industry book) .
All Filings in TAK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $953,656 | 59,492 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $827,862 | 44,701 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $629,960 | 40,408 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $704,418 | 48,116 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $719,817 | 46,560 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $161,889 | 10,887 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $228,085 | 17,227 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,215,454 | 85,475 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,024,278 | 79,156 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $964,882 | 69,466 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $742,097 | 52,004 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $829,485 | 53,619 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $764,542 | 48,666 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $694,566 | 42,146 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $521,601 | 33,436 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $401,538 | 30,959 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $412,607 | 29,388 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||