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Symbotic shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 35k 53.90
2025-06-30 $1.3M 33k 38.85
2025-03-31 $629k 31k 20.21
2024-12-31 $673k 28k 23.71
2024-09-30 $712k 29k 24.39
2024-06-30 $1.0M 29k 35.16
2024-03-31 $1.1M 24k 45.00
2023-12-31 $887k 17k 51.33
2023-09-30 $191k 5.7k 33.43
2023-06-30 $76k 1.8k 42.81
2023-03-31 $31k 1.4k 22.84
2022-12-31 $16k 1.4k 11.94
2022-09-30 $16k 1.4k 11.76