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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
2026-06-30 $289k 6.4k 44.95
2026-03-31 $344k 6.5k 53.20
2025-12-31 $333k 5.6k 59.50

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ab Active Etfs Disruptors Etf (FWD)
Calamos Etf Tr Autoc Incom Etf (CAIE)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Ab Active Etfs Us Low Volatil (LOWV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Marvell Technology (MRVL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
JPMorgan Chase & Co. (JPM)
Advanced Micro Devices (AMD)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)

View all positions for Intrepid Financial Planning Group

Top funds holding Symbotic

Softbank Group Corp
Walmart
Baillie Gifford & Co
Vanguard Portfolio Management
Jpmorgan Chase & Co
Vanguard Capital Management
Morgan Stanley
Ameriprise Financial
BlackRock
Two Sigma Investments
FMR
Susquehanna International
Mirae Asset Global Etfs Holdings
Bank of America Corporation
Renaissance Technologies

View all funds holding Symbotic