Symbotic shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Symbotic
Tip: Access up to 7 years of quarterly data
All positions including Symbotic held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Symbotic by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $464k | 8.6k | 53.90 |
| 2025-06-30 | $474k | 12k | 38.85 |
| 2024-06-30 | $209k | 5.9k | 35.16 |
| 2024-03-31 | $275k | 6.1k | 45.00 |