SYM β€” SYMBOTIC INC CLASS A COM

Ownership history in ADIRONDACK TRUST CO  Β·  3 quarters on record

AI Ownership Summary

ADIRONDACK TRUST CO reported SYMBOTIC INC CLASS A COM (SYM) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows SYM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADIRONDACK TRUST CO's position in SYMBOTIC INC CLASS A COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SYM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADIRONDACK TRUST CO held SYM β€” position size vs. price
% of Fund (quarterly)    SYM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 254 β€” 0% 0.00% $14K 2026-05-15 (Est.) $53.37
2025 Q4 ADDED 254 +37 +17.1% 0.00% $15K 2026-01-08 $70.61
2025 Q3 INITIATED 217 β€” β€” 0.00% $12K 2025-10-20 $70.48

🏒 Other funds also holding SYM

As of 2026 Q1 β€” sorted by position size

Somerset Trust Co 3Y 7Y 0.12% Investors Research Corp 3Y 7Y 0.0%

FAQ About ADIRONDACK TRUST CO and SYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADIRONDACK TRUST CO reported owning SYM?

ADIRONDACK TRUST CO reported SYM across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported SYM position in ADIRONDACK TRUST CO's portfolio?

The largest reported portfolio weight for SYM was 0.00% in 2025 Q4.

What is the latest reported SYM position on this page?

The most recent filing on this page is 2026 Q1, when ADIRONDACK TRUST CO reported 254 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this SYM ownership page compare?

The chart compares ADIRONDACK TRUST CO's quarterly SYM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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