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Symbotic shares owned by Stonegate Investment Group

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Stonegate Investment Group from 13F filings

Historical chart of Stonegate Investment Group investment in Symbotic

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All positions including Symbotic held by Stonegate Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by Stonegate Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $379k 7.0k 53.90
2025-06-30 $272k 7.0k 38.85
2023-12-31 $318k 6.2k 51.33
2023-06-30 $223k 5.2k 42.81