Fortis Group Advisors, LLC

SEC CIK: 0001815183
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

SYM holding history

Symbotic Inc. in every 13F filed by Fortis Group Advisors, 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 Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of SYM by Fortis Group Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−16,898−100.0%	Sold out	Holders
Q4 2025	16,898	$918.7K	0.2%	+11,801+231.5%	Added	Holders
Q3 2025	5,097	$412.6K	0.1%	−2,286−31.0%	Reduced	Holders
Q2 2025	7,383	$398.3K	0.1%	+7,383	New	Holders