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Cambridge Investment Research Advisors, Inc. → SYM
Cambridge Investment Research Advisors, Inc. SYM Position History
Symbotic Inc. • Technology
Quarters held
12
Latest value
$1.5M
Q3 2026
Peak value
$12M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12M |
| Q3 2025 | $1.3M |
| Q4 2025 | $10.8M |
| Q4 2025 | $1.3M |
| Q1 2026 | $7.9M |
| Q1 2026 | $1.1M |
| Q2 2026 | $9.4M |
| Q2 2026 | $997K |
| Q2 2026 | $9.4M |
| Q2 2026 | $997K |
| Q3 2026 | $3.6M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 34.8K | — | — |
| Q3 2026 | $3.6M | 72.5K | — | — |
| Q2 2026 | $997K | 22.2K | — | — |
| Q2 2026 | $9.4M | 177.7K | — | — |
| Q2 2026 | $997K | 22.2K | — | — |
| Q2 2026 | $9.4M | 177.7K | — | — |
| Q1 2026 | $1.1M | 20.4K | — | — |
| Q1 2026 | $7.9M | 177.3K | — | — |
| Q4 2025 | $1.3M | 22.6K | — | — |
| Q4 2025 | $10.8M | 244.6K | — | — |
| Q3 2025 | $1.3M | 24.7K | — | — |
| Q3 2025 | $12M | 271.9K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M