CREATIVE FINANCIAL DESIGNS INC /ADV

Position in TAK — Takeda Pharmaceutical Co Ltd

CIK 819864 KOKOMO, IN

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Position in TAK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$8,576

-$1,332 QoQ

Shares Held

535

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#286

of 375 holders

Holding Since

Jun 2020

12 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, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $78,529 across 13 Drug Manufacturers - Specialty & Generic names. TAK ranks #4 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLN	Haleon plc	1,968	$18,361
2	XERS	Xeris Biopharma Holdings, Inc.	2,200	$17,424
3	VTRS	Viatris Inc	960	$15,244
4	TAK	Takeda Pharmaceutical Co Ltd This page	535	$8,576
5	ELAN	Elanco Animal Health Inc	275	$6,767
6	ZTS	Zoetis Inc.	90	$6,467
7	TEVA	Teva Pharmaceutical Industries Ltd	65	$2,202
8	LNTH	Lantheus Holdings, Inc.	16	$1,775

All Filings in TAK

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,576	535	0.0%	Shares	Sole	2026-07-28
2026-03-31	$9,908	535	-55.6%	Shares	Sole	2026-04-13
2025-12-31	$18,770	1,204	-1.1%	Shares	Sole	2026-02-06
2025-09-30	$17,831	1,218	+30.4%	Shares	Sole	2025-11-12
2025-06-30	$14,439	934	+126.2%	Shares	Sole	2025-08-04
2025-03-31	$6,141	413	+55.8%	Shares	Sole	2025-04-23
2024-12-31	$3,508	265	0.0%	Shares	Sole	2025-02-10
2024-09-30	$3,768	265	0.0%	Shares	Sole	2024-10-28
2024-06-30	$3,429	265	+657.1%	Shares	Sole	2024-08-06
2020-12-31	$637	35	0.0%	Shares	Sole	2021-01-08
2020-09-30	$624	35	0.0%	Shares	Sole	2020-10-06
2020-06-30	$627	35	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.