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Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

SYM holding history

Symbotic Inc. in every 13F filed by Arete Wealth Advisors, LLC, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2024
Holdings of SYM by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−12,750−100.0%Sold outHolders
Q3 202412,750$311.0K<0.1%+12,750NewHolders