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Spire Wealth Management SYM Position History
Symbotic Inc. • Technology
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.4M |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 27.7K | — | — |
| Q3 2026 | $1.2M | 23.8K | — | — |
| Q2 2026 | $1.3M | 28.7K | — | — |
| Q1 2026 | $1.3M | 24.8K | — | — |
| Q4 2025 | $1.4M | 23.4K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M
$66.4M
$66.4M