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KINGSWOOD WEALTH ADVISORS, LLC → SYM
KINGSWOOD WEALTH ADVISORS, LLC SYM Position History
Symbotic Inc. • Technology
Quarters held
3
Latest value
$461K
Q3 2026
Peak value
$461K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $374K |
| Q2 2026 | $363K |
| Q3 2026 | $461K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $461K | 11.0K | — | — |
| Q2 2026 | $363K | 8.1K | — | — |
| Q1 2026 | $374K | 7.0K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M
$66.4M
$66.4M