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Laurel Wealth Planning LLC → SYM
Laurel Wealth Planning LLC SYM Position History
Symbotic Inc. • Technology
Quarters held
4
Latest value
$4.7M
Q3 2026
Peak value
$5.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.3M |
| Q1 2026 | $4.2M |
| Q2 2026 | $5.2M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 95.0K | — | — |
| Q2 2026 | $5.2M | 98.0K | — | — |
| Q1 2026 | $4.2M | 92.9K | — | — |
| Q4 2025 | $2.3M | 52.2K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M