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Symbotic shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Symbotic

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

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Quarterly reported holdings in Symbotic by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 17k 59.50
2025-09-30 $334k 6.2k 53.90
2025-06-30 $202k 5.2k 38.85