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Pearl Planning LLC → TKPHF

Pearl Planning LLC TKPHF Position History

Takeda Pharmaceutical Company Limited • Healthcare

Quarters held
4
Latest value
$5M
Q3 2026
Peak value
$5.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.1M
Q1 2026$4.4M
Q2 2026$5.4M
Q3 2026$5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5M123.2K——
Q2 2026$5.4M122.5K——
Q1 2026$4.4M120.1K——
Q4 2025$4.1M114.8K——

Other funds holding TKPHF

Other Pearl Planning LLC positions

VGES

VANGUARD INDEX FDS

$34.7M
VGES

VANGUARD INDEX FDS

$31.2M
VGES

VANGUARD INDEX FDS

$25.6M
VGES

VANGUARD INDEX FDS

$25.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$18.8M
FIS

FIDELITY MERRIMACK STR TR

$18M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$18M
FIS

FIDELITY MERRIMACK STR TR

$17.5M