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Symbotic shares owned by IAG Wealth Partners

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by IAG Wealth Partners from 13F filings

Historical chart of IAG Wealth Partners investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $73k 1.4k 53.90
2025-06-30 $32k 820 38.85

More positions owned by IAG Wealth Partners

Jpmorgan Active MF Closed and MF Open (JBND)
Spdr Portfolio MF Closed and MF Open (SPLG)
Goldman Sachs MF Closed and MF Open (GSLC)
Nyli Mackay MF Closed and MF Open (MMIT)
Avantis Intl MF Closed and MF Open (AVIV)
Wisdomtree U S MF Closed and MF Open (DLN)
Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (DIVB)
Wisdomtree U S MF Closed and MF Open (DON)
Goldman Sachs MF Closed and MF Open (GSIE)
Vanguard Growth MF Closed and MF Open (VUG)
Simplify Managed MF Closed and MF Open (CTA)
Pgim Ultra MF Closed and MF Open (PULS)
Invesco Large MF Closed and MF Open (PWV)
Jpmorgan MF Closed and MF Open (JMUB)

View all positions for IAG Wealth Partners

Top funds holding Symbotic

Softbank Group Corp
Walmart
Baillie Gifford & Co
SVF Sponsor III
Vanguard Group
Toroso Investments
Citadel Advisors
Susquehanna International
Morgan Stanley
Mirae Asset Global Etfs Holdings
UBS Group
BlackRock
Jane Street
Raymond James Financial
Renaissance Technologies

View all funds holding Symbotic