Back to SYM
Principle Wealth Partners LLC → SYM
Principle Wealth Partners LLC SYM Position History
Symbotic Inc. • Technology
Quarters held
5
Latest value
$518K
Q3 2026
Peak value
$556K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $334K |
| Q4 2025 | $447K |
| Q1 2026 | $467K |
| Q2 2026 | $556K |
| Q3 2026 | $518K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $518K | 10.5K | — | — |
| Q2 2026 | $556K | 10.5K | — | — |
| Q1 2026 | $467K | 10.4K | — | — |
| Q4 2025 | $447K | 10.1K | — | — |
| Q3 2025 | $334K | 7.6K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M