Back to SYM
Concurrent Investment Advisors, LLC → SYM
Concurrent Investment Advisors, LLC SYM Position History
Symbotic Inc. • Technology
Quarters held
7
Latest value
$126
Q3 2026
Peak value
$1.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $333K |
| Q4 2025 | $329K |
| Q1 2026 | $293K |
| Q1 2026 | $1K |
| Q2 2026 | $261K |
| Q3 2026 | $1.7M |
| Q3 2026 | $126 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $126 | 3 | — | — |
| Q3 2026 | $1.7M | 39.9K | — | — |
| Q2 2026 | $261K | 5.8K | — | — |
| Q1 2026 | $1K | 23 | — | — |
| Q1 2026 | $293K | 5.5K | — | — |
| Q4 2025 | $329K | 5.5K | — | — |
| Q3 2025 | $333K | 6.2K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M
$66.4M
$66.4M