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Symbotic shares owned by Hrt Financial

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Hrt Financial from 13F filings

Historical chart of Hrt Financial investment in Symbotic

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All positions including Symbotic held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 45k 59.49
2025-06-30 $457k 12k 38.82
2025-03-31 $235k 12k 20.15