Symbotic shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in Symbotic
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Quarterly reported holdings in Symbotic by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $206k | 3.8k | 53.90 |
| 2023-06-30 | $39M | 914k | 42.81 |
| 2023-03-31 | $21M | 914k | 22.84 |
| 2022-12-31 | $9.0M | 755k | 11.94 |
| 2022-09-30 | $8.7M | 755k | 11.50 |
| 2022-06-30 | $8.1M | 735k | 10.97 |