Symbotic shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners investment in Symbotic
Tip: Access up to 7 years of quarterly data
All positions including Symbotic held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Symbotic by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 53k | 53.90 |
| 2025-06-30 | $2.1M | 53k | 38.85 |
| 2025-03-31 | $993k | 49k | 20.21 |
| 2024-12-31 | $1.2M | 49k | 23.71 |
| 2024-09-30 | $1.2M | 49k | 24.39 |
| 2024-06-30 | $1.7M | 49k | 35.16 |
| 2023-09-30 | $1.3M | 38k | 33.43 |
More positions owned by Legacy Capital Wealth Partners
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