Retirement Group, LLC

SEC CIK: 0001740491
Latest filing: Apr 30, 2024

SEC filings (opens in a new tab)

SYM holding history

Symbotic Inc. in every 13F filed by Retirement Group, LLC, 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 Q1 2024 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2023

Holdings of SYM by Retirement Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−200−100.0%	Sold out	Holders
Q3 2023	200	$6.69K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	200	$8.56K	<0.1%	+100+100.0%	Added	Holders
Q1 2023	100	$2.00K	<0.1%	+100	New	Holders