Western Wealth Management, LLC
- SEC CIK
- 0001767902
- Latest filing
- Aug 14, 2026
SYM holding history
Symbotic Inc. in every 13F filed by Western Wealth Management, 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 (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −11,450−100.0% | Sold out | Holders |
| Q1 2025 | 11,450 | $231.4K | <0.1% | −900−7.3% | Reduced | Holders |
| Q4 2024 | 12,350 | $292.8K | <0.1% | −3,200−20.6% | Reduced | Holders |
| Q3 2024 | 15,550 | $379.3K | <0.1% | −300−1.9% | Reduced | Holders |
| Q2 2024 | 15,850 | $557.3K | <0.1% | −1,300−7.6% | Reduced | Holders |
| Q1 2024 | 17,150 | $771.8K | 0.1% | +17,150 | New | Holders |