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Symbotic shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 25k 59.50
2025-09-30 $625k 12k 53.90