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Symbotic shares owned by Lakeshore Financial Planning

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

Historical chart of Lakeshore Financial Planning investment in Symbotic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Symbotic by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $351k 7.8k 44.95
2024-06-30 $237k 6.7k 35.16

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Lakeshore Financial Planning

Top funds holding Symbotic

Softbank Group Corp
Walmart
Baillie Gifford & Co
SVF Sponsor III
Vanguard Portfolio Management
Vanguard Capital Management
Morgan Stanley
FMR
BlackRock
Goldman Sachs Group
Susquehanna International
Citadel Advisors
Mirae Asset Global Etfs Holdings
Bank of America Corporation
Raymond James Financial

View all funds holding Symbotic