Symbotic shares owned by Retirement Planning Co of New England
Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Retirement Planning Co of New England
from 13F filings
Historical chart of Retirement Planning Co of New England investment in Symbotic
Tip: Access up to 7 years of quarterly data
All positions including Symbotic held by Retirement Planning Co of New England consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Symbotic by Retirement Planning Co of New England
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 27k | 53.90 |
| 2025-06-30 | $1.2M | 32k | 38.85 |
| 2025-03-31 | $648k | 32k | 20.21 |
| 2024-12-31 | $648k | 27k | 23.71 |
| 2024-09-30 | $700k | 29k | 24.39 |
| 2024-06-30 | $687k | 20k | 35.16 |
| 2024-03-31 | $754k | 17k | 45.00 |
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