Intergy Private Wealth »

Symbotic shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private Wealth investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by Intergy Private Wealth 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 Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $485k 9.0k 53.90
2025-06-30 $509k 13k 38.85
2025-03-31 $265k 13k 20.21
2024-12-31 $311k 13k 23.71