Skip to main content

Compass Financial Advisors LLC

SEC CIK
0001913221
Latest filing
Nov 13, 2023

SYM holding history

Symbotic Inc. in every 13F filed by Compass Financial Advisors 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 Q3 2023 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2022
Holdings of SYM by Compass Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−14,670−100.0%Sold outHolders
Q3 202214,670$169.0K0.3%+14,670NewHolders