Symbotic shares owned by Advisors Asset Management
Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Advisors Asset Management
from 13F filings
Historical chart of Advisors Asset Management investment in Symbotic
Tip: Access up to 7 years of quarterly data
All positions including Symbotic held by Advisors Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Symbotic by Advisors Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 56k | 53.90 |
| 2025-06-30 | $2.0M | 51k | 38.85 |
| 2025-03-31 | $713k | 35k | 20.21 |
| 2024-12-31 | $612k | 26k | 23.71 |
| 2024-09-30 | $265k | 11k | 24.39 |
| 2024-06-30 | $293k | 8.3k | 35.16 |
| 2024-03-31 | $123k | 2.7k | 45.00 |
| 2023-12-31 | $126k | 2.5k | 51.33 |
| 2023-09-30 | $75k | 2.2k | 33.43 |
| 2023-06-30 | $59k | 1.4k | 42.81 |
| 2023-03-31 | $18k | 769 | 22.84 |
| 2022-12-31 | $4.1k | 342 | 11.94 |