Position in TAK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,767
-$585 QoQ
Shares Held
235
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#315
of 375 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, 2026Harbor Asset Planning, Inc. holds $6,378 across 3 Drug Manufacturers - Specialty & Generic names. TAK ranks #1 (59.1% of the industry book) .
All Filings in TAK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,767 | 235 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,352 | 235 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,663 | 235 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,440 | 235 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,633 | 235 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||