Symbotic shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Symbotic
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Quarterly reported holdings in Symbotic by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.7M | 45k | 59.50 |
| 2025-09-30 | $4.9M | 91k | 53.90 |
| 2025-06-30 | $345k | 14k | 23.93 |
| 2025-03-31 | $1.8M | 87k | 20.14 |
| 2024-12-31 | $454k | 19k | 24.38 |
| 2024-09-30 | $308k | 13k | 24.39 |
| 2024-03-31 | $667k | 15k | 45.00 |
| 2023-12-31 | $672k | 13k | 51.33 |
| 2023-09-30 | $603k | 18k | 33.43 |
| 2023-06-30 | $2.0M | 47k | 42.81 |
| 2023-03-31 | $99k | 4.3k | 22.84 |
| 2022-12-31 | $53k | 4.3k | 12.28 |
| 2022-09-30 | $36k | 3.3k | 11.03 |
| 2022-06-30 | $20k | 1.8k | 11.03 |