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Symbotic shares owned by Spire Wealth Management

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

Historical chart of Spire Wealth Management investment in Symbotic

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

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Quarterly reported holdings in Symbotic by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 23k 59.50
2025-09-30 $1.2M 22k 53.90
2025-06-30 $754k 19k 38.85
2025-03-31 $275k 14k 20.21
2024-12-31 $298k 13k 23.71