Symbotic shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Symbotic
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All positions including Symbotic held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Symbotic by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $488k | 9.1k | 53.90 |
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