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Symbotic shares owned by Intrepid Financial Planning Group

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

Historical chart of Intrepid Financial Planning Group investment in Symbotic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Symbotic by Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $333k 5.6k 59.50

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Ab Active Etfs Disruptors Etf (FWD)
Ab Active Etfs Us Low Volatil (LOWV)
Eli Lilly & Co. (LLY)
J P Morgan Exchange Traded Equity Premium (JEPI)
JPMorgan Chase & Co. (JPM)
Invesco Exchange Traded S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Pfd Etf (PGX)
Palantir Technologies Cl A (PLTR)
J P Morgan Exchange Traded Nasdaq Eqt Prem (JEPQ)
Calamos Etf Tr Autocallable Inc (CAIE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Intrepid Financial Planning Group

Top funds holding Symbotic

Softbank Group Corp
Navis Wealth Advisors
Walmart
Baillie Gifford & Co
Vanguard Group
SVF Sponsor III
Vanguard Portfolio Management
Vanguard Capital Management
Susquehanna International
Jane Street
FMR
Citadel Advisors
Mirae Asset Global Etfs Holdings
BlackRock
Ghisallo Capital Management

View all funds holding Symbotic