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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

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All positions including Symbotic held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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