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Creative Planning SYM Position History
Symbotic Inc. • Technology
Quarters held
11
Latest value
$483K
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $229K |
| Q3 2025 | $54 |
| Q3 2025 | $481K |
| Q4 2025 | $477K |
| Q4 2025 | $272K |
| Q1 2026 | $687K |
| Q1 2026 | $315K |
| Q2 2026 | $1.2M |
| Q2 2026 | $246K |
| Q3 2026 | $1.3M |
| Q3 2026 | $483K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $483K | 11.5K | — | — |
| Q3 2026 | $1.3M | 25.8K | — | — |
| Q2 2026 | $246K | 5.5K | — | — |
| Q2 2026 | $1.2M | 21.9K | — | — |
| Q1 2026 | $315K | 5.9K | — | — |
| Q1 2026 | $687K | 15.4K | — | — |
| Q4 2025 | $272K | 4.6K | — | — |
| Q4 2025 | $477K | 10.8K | — | — |
| Q3 2025 | $481K | 10.9K | — | — |
| Q3 2025 | $54 | 1 | — | — |
| Q3 2025 | $229K | 4.2K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M