D.A. Davidson & Co.
- SEC CIK
- 0001080107
- Latest filing
- Jul 24, 2026
SYM holding history
Symbotic Inc. in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SYM overviewAll 13F holders of SYMFull Q2 2026 holdings
- Shares (Q2 2026)
- 9,120
- Value
- $409.9K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,120 | $409.9K | <0.1% | +1,798+24.6% | Added | Holders |
| Q1 2026 | 7,322 | $389.5K | <0.1% | +7,322 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −6,332−100.0% | Sold out | Holders |
| Q3 2025 | 6,332 | $341.3K | <0.1% | +6,332 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −31,468−100.0% | Sold out | Holders |
| Q2 2024 | 31,468 | $1.11M | <0.1% | +3,643+13.1% | Added | Holders |
| Q1 2024 | 27,825 | $1.25M | <0.1% | +27,825 | New | Holders |