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Retirement Planning Co of New England, Inc. → SYM
Retirement Planning Co of New England, Inc. SYM Position History
Symbotic Inc. • Technology
Quarters held
5
Latest value
$791K
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q4 2025 | $976K |
| Q1 2026 | $916K |
| Q2 2026 | $815K |
| Q3 2026 | $791K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $791K | 18.8K | — | — |
| Q2 2026 | $815K | 18.1K | — | — |
| Q1 2026 | $916K | 17.2K | — | — |
| Q4 2025 | $976K | 16.4K | — | — |
| Q3 2025 | $1.4M | 26.6K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M
$66.4M
$66.4M