SYM — SYMBOTIC INC

Ownership history in Banque Cantonale Vaudoise  ·  3 quarters on record

This page tracks every 13F SEC filing in which Banque Cantonale Vaudoise reported a position in SYMBOTIC INC (SYM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q2)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,387 -3,641 -30.3% 0.02% $452K $53.90
2025 Q2 REDUCED 12,028 -81 -0.7% 0.02% $467K $38.85
2025 Q1 INITIATED 12,109 — — 0.01% $245K $20.21
% of Fund (quarterly)    SYM price (monthly, adj. close)

Other funds also holding SYM

As of 2025 Q4 — sorted by position size

SVF Sponsor III (DE) LLC 3Y 100.0% Walmart Inc. 91.6% Navis Wealth Advisors, LLC 3Y 15.63% S Squared Technology, LLC 3Y 7Y 6.09% TANAKA CAPITAL MANAGEMENT INC 3Y 7Y 4.71% Ghisallo Capital Management LLC 3Y 2.81% Burkehill Global Management, LP 1.86% BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 1.75% Register Financial Advisors LLC 3Y 1.37% Fund Advisors of America Inc/FL 1.26%
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