Symbotic shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Symbotic
Tip: Access up to 7 years of quarterly data
All positions including Symbotic held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Symbotic by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 28k | 59.50 |
| 2025-09-30 | $427k | 7.9k | 53.90 |
| 2025-06-30 | $221k | 5.7k | 38.85 |