LITTLEJOHN FINANCIAL SERVICES, INC. SYM β€” SYMBOTIC INC

Ownership history in LITTLEJOHN FINANCIAL SERVICES, INC.  Β·  4 quarters on record

AI Ownership Summary

LITTLEJOHN FINANCIAL SERVICES, INC. reported SYMBOTIC INC (SYM) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.72% in 2025 Q1. The latest visible filing shows SYM at 0.46% 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 LITTLEJOHN FINANCIAL SERVICES, INC.'s position in SYMBOTIC INC, 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 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 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.

SYM stock page LITTLEJOHN FINANCIAL SERVICES, INC. fund profile LITTLEJOHN FINANCIAL SERVICES, INC. full holdings
How LITTLEJOHN FINANCIAL SERVICES, INC. held SYM β€” position size vs. price
% of Fund (quarterly)    SYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 11,424 +3,868 +51.2% 0.46% $608K 2026-04-23 $62.51
2025 Q4 REDUCED 83.2% -10.6% βœ… 7,556 -37,426 -83.2% 0.33% $450K 2026-02-05 $53.78
2025 Q1 ADDED β€” β€” β€” 44,982 +11,915 +36.0% 0.72% $909K 2025-04-11 $20.63
2024 Q4 INITIATED β€” β€” β€” 33,067 β€” β€” 0.70% $784K 2025-01-30 $29.82

🏒 Other funds also holding SYM

As of 2026 Q1 β€” sorted by position size

BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 1.71% Register Financial Advisors LLC 3Y 1.18% Green Alpha Advisors, LLC 3Y 0.91% Slow Capital, Inc. 3Y 7Y 0.84% Bouvel Investment Partners, LLC 3Y 0.71% Peregrine Asset Advisers, Inc. 3Y 7Y 0.64% Grove Street Fiduciary, LLC 0.62% Arkfeld Wealth Strategies, L.L.C. 3Y 0.53% Arta Finance Wealth Management LLC 0.52% Black Swift Group, LLC 3Y 0.5%

FAQ About LITTLEJOHN FINANCIAL SERVICES, INC. and SYM

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

How long has LITTLEJOHN FINANCIAL SERVICES, INC. reported owning SYM?

LITTLEJOHN FINANCIAL SERVICES, INC. reported SYM across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SYM position in LITTLEJOHN FINANCIAL SERVICES, INC.'s portfolio?

The largest reported portfolio weight for SYM was 0.72% in 2025 Q1.

What is the latest reported SYM position on this page?

The most recent filing on this page is 2026 Q1, when LITTLEJOHN FINANCIAL SERVICES, INC. reported 11,424 shares, equal to 0.46% of portfolio, with an estimated market value of $608K.

What does the chart on this SYM ownership page compare?

The chart compares LITTLEJOHN FINANCIAL SERVICES, INC.'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.

How well did LITTLEJOHN FINANCIAL SERVICES, INC. time their SYM position?

Based on 13F filing dates vs. subsequent SYM price moves, LITTLEJOHN FINANCIAL SERVICES, INC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SYM relative to SPY over the holding period was +165.8%.

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