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Legacy Capital Wealth Partners, LLC → SYM
Legacy Capital Wealth Partners, LLC SYM Position History
Symbotic Inc. • Technology
Quarters held
5
Latest value
$2.7M
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.9M |
| Q4 2025 | $3.2M |
| Q1 2026 | $2.8M |
| Q2 2026 | $2.9M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 63.5K | — | — |
| Q2 2026 | $2.9M | 63.5K | — | — |
| Q1 2026 | $2.8M | 52.5K | — | — |
| Q4 2025 | $3.2M | 53.2K | — | — |
| Q3 2025 | $2.9M | 53.2K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M
$66.4M
$66.4M