Position in TAK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,139
-$17,640 QoQ
Shares Held
383
-70.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#296
of 375 holders
Holding Since
Dec 2024
6 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, 2026Whipplewood Advisors, LLC holds $9,869 across 3 Drug Manufacturers - Specialty & Generic names. TAK ranks #1 (62.2% of the industry book) .
All Filings in TAK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,139 | 383 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $23,779 | 1,284 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $935 | 60 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $23,978 | 1,551 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $282 | 19 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $23,791 | 1,797 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||