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Wealthcare Advisory Partners LLC → SYM
Wealthcare Advisory Partners LLC SYM Position History
Symbotic Inc. • Technology
Quarters held
4
Latest value
$430K
Q3 2026
Peak value
$430K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $273K |
| Q1 2026 | $255K |
| Q2 2026 | $305K |
| Q3 2026 | $430K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $430K | 10.2K | — | — |
| Q2 2026 | $305K | 6.8K | — | — |
| Q1 2026 | $255K | 4.8K | — | — |
| Q4 2025 | $273K | 4.6K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M
$66.4M
$66.4M