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Evergreen Private Wealth LLC → SYM
Evergreen Private Wealth LLC SYM Position History
Symbotic Inc. • Technology
Quarters held
4
Latest value
$6.3M
Q3 2026
Peak value
$6.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.6M |
| Q1 2026 | $5.6M |
| Q2 2026 | $6.7M |
| Q3 2026 | $6.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.3M | 128.2K | — | — |
| Q2 2026 | $6.7M | 126.9K | — | — |
| Q1 2026 | $5.6M | 125.2K | — | — |
| Q4 2025 | $5.6M | 127.6K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M
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STT-PG
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