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Symbotic shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Symbotic

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All positions including Symbotic held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 30k 59.50
2025-09-30 $1.6M 30k 53.90
2025-06-30 $988k 25k 38.85