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Kestra Advisory Services, LLC → SYM
Kestra Advisory Services, LLC SYM Position History
Symbotic Inc. • Technology
Quarters held
10
Latest value
$448K
Q3 2026
Peak value
$47.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $19.2M |
| Q3 2025 | $464K |
| Q4 2025 | $21.5M |
| Q4 2025 | $460K |
| Q1 2026 | $25M |
| Q1 2026 | $696K |
| Q2 2026 | $25.6M |
| Q2 2026 | $548K |
| Q3 2026 | $47.2M |
| Q3 2026 | $448K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $448K | 10.6K | — | — |
| Q3 2026 | $47.2M | 959.4K | — | — |
| Q2 2026 | $548K | 12.2K | — | — |
| Q2 2026 | $25.6M | 485.3K | — | — |
| Q1 2026 | $696K | 13.1K | — | — |
| Q1 2026 | $25M | 558.3K | — | — |
| Q4 2025 | $460K | 7.7K | — | — |
| Q4 2025 | $21.5M | 488.1K | — | — |
| Q3 2025 | $464K | 8.6K | — | — |
| Q3 2025 | $19.2M | 437.3K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M