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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

SYM holding history

Symbotic Inc. in every 13F filed by Arkadios Wealth Advisors, 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)
13,991
Value
$628.9K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of SYM by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,991$628.9K<0.1%−64−0.5%ReducedHolders
Q1 202614,055$747.7K<0.1%−2,624−15.7%ReducedHolders
Q4 202516,679$992.4K<0.1%+3,534+26.9%AddedHolders
Q3 202513,145$708.5K<0.1%−1,639−11.1%ReducedHolders
Q2 202514,784$574.4K<0.1%+14,784NewHolders