Larry Mathis Financial Planning, LLC
Position in TAK — Takeda Pharmaceutical Co Ltd
CIK 2118274
PHOENIX, AZ
Position in TAK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$234,566
-$28,177 QoQ
Shares Held
14,633
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#197
of 375 holders
Holding Since
Dec 2025
3 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, 2026Larry Mathis Financial Planning, LLC holds $432,212 across 2 Drug Manufacturers - Specialty & Generic names. TAK ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
14,633 | $234,566 | |
| 2 | HLN |
Haleon plc
|
21,184 | $197,646 |
All Filings in TAK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,566 | 14,633 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $262,743 | 14,187 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $223,607 | 14,343 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||