Concentric Capital Strategies »

Symbotic shares owned by Concentric Capital Strategies

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Concentric Capital Strategies from 13F filings

Historical chart of Concentric Capital Strategies investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by Concentric Capital Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Symbotic by Concentric Capital Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $442k 9.8k 44.95
2024-06-30 $399k 11k 35.16
2024-03-31 $475k 11k 45.00