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Symbotic shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Symbotic

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

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Quarterly reported holdings in Symbotic by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $801k 33k 24.39
2024-06-30 $1.2M 35k 35.16
2024-03-31 $1.8M 41k 45.00
2023-09-30 $3.4M 102k 33.43
2023-06-30 $644k 15k 42.81
2023-03-31 $230k 10k 22.84