Bruce G. Allen Investments, LLC

Position in TAK — Takeda Pharmaceutical Co Ltd

CIK 2005409 DENVER, CO

Position in TAK

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$7,181

-$11,487 QoQ

Shares Held

448

-55.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#292

of 375 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $71,142 across 9 Drug Manufacturers - Specialty & Generic names. TAK ranks #5 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEVA	Teva Pharmaceutical Industries Ltd	601	$20,361
2	ZTS	Zoetis Inc.	202	$14,515
3	HLN	Haleon plc	1,267	$11,821
4	UTHR	UNITED THERAPEUTICS Corp	18	$9,752
5	TAK	Takeda Pharmaceutical Co Ltd This page	448	$7,181
6	ELAN	Elanco Animal Health Inc	171	$4,208
7	VTRS	Viatris Inc	120	$1,905
8	LNTH	Lantheus Holdings, Inc.	10	$1,109

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,181	448	-55.6%	Shares	Sole	2026-07-31
2026-03-31	$18,668	1,008	+73.5%	Shares	Sole	2026-05-08
2025-12-31	$9,057	581	+40.3%	Shares	Sole	2026-02-10
2025-09-30	$6,060	414	+0.7%	Shares	Sole	2025-10-30
2025-06-30	$6,354	411	-17.0%	Shares	Sole	2025-07-09
2025-03-31	$7,360	495	-86.8%	Shares	Sole	2025-04-14
2024-12-31	$49,782	3,760	0.0%	Shares	Sole	2025-01-10
2024-09-30	$53,467	3,760	-55.1%	Shares	Sole	2024-10-08
2024-06-30	$108,424	8,379	-20.7%	Shares	Sole	2024-07-12
2024-03-31	$146,747	10,565	+9.4%	Shares	Sole	2024-04-10
2023-12-31	$137,833	9,659	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.