SYM — SYMBOTIC INC

Ownership history in D.A. DAVIDSON & CO.  ·  3 quarters on record

This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. 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
0.01% (2024 Q1)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,332 -25,136 -79.9% 0.00% $341K $53.90
2024 Q2 ADDED 31,468 +3,643 +13.1% 0.01% $1.1M $35.16
2024 Q1 INITIATED 27,825 — — 0.01% $1.3M —
% 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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