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Register Financial Advisors LLC → SYM
Register Financial Advisors LLC SYM Position History
Symbotic Inc. • Technology
Quarters held
5
Latest value
$2.5M
Q3 2026
Peak value
$4.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.2M |
| Q4 2025 | $3.5M |
| Q1 2026 | $3.2M |
| Q2 2026 | $2.8M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 58.5K | — | — |
| Q2 2026 | $2.8M | 62.5K | — | — |
| Q1 2026 | $3.2M | 60.0K | — | — |
| Q4 2025 | $3.5M | 59.3K | — | — |
| Q3 2025 | $4.2M | 77.2K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M
$66.4M
$66.4M