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
Download as csvQuarterly 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 |
More positions owned by Kestra Private Wealth Services
View all positions for Kestra Private Wealth Services