Centaurus Financial, Inc.

SEC CIK: 0000891943
Latest filing: Aug 17, 2026

SEC filings (opens in a new tab)

SYM holding history

Symbotic Inc. in every 13F filed by Centaurus Financial, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SYM overview All 13F holders of SYM Full Q2 2026 holdings

Shares (Q2 2026): 2,608
Value: $117.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of SYM by Centaurus Financial, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,608	$117.0K	<0.1%	−206−7.3%	Reduced	Holders
Q1 2026	2,814	$150.0K	<0.1%	+1,078+62.1%	Added	Holders
Q4 2025	1,736	$103.0K	<0.1%	+1,736	New	Holders