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Symbotic shares owned by West Financial Advisors

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in Symbotic

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All positions including Symbotic held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1k 150 53.90
2025-06-30 $5.8k 150 38.85
2025-03-31 $3.0k 150 20.21

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding Symbotic

Softbank Group Corp
Walmart
Baillie Gifford & Co
SVF Sponsor III
Vanguard Group
Toroso Investments
Citadel Advisors
Susquehanna International
Morgan Stanley
Mirae Asset Global Etfs Holdings
UBS Group
BlackRock
Jane Street
Raymond James Financial
Renaissance Technologies

View all funds holding Symbotic