Intergy Private Wealth, LLC
- SEC CIK
- 0001911342
- Latest filing
- Jul 17, 2026
SYM holding history
Symbotic Inc. in every 13F filed by Intergy Private Wealth, 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 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −4,000−100.0% | Sold out | Holders |
| Q1 2026 | 4,000 | $212.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 4,000 | $238.0K | 0.1% | −5,000−55.6% | Reduced | Holders |
| Q3 2025 | 9,000 | $485.1K | 0.2% | −4,094−31.3% | Reduced | Holders |
| Q2 2025 | 13,094 | $508.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2025 | 13,094 | $264.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 13,094 | $310.5K | 0.1% | +13,094 | New | Holders |