Navis Wealth Advisors, LLC
Holdings in SYM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,551,976,758 | 26,083,643 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $206,005 | 3,822 | Shares | Sole | 2025-11-14 |
| 2023-06-30 | $39,109,246 | 913,554 | Shares | Sole | 2023-07-13 |
| 2023-03-31 | $20,865,573 | 913,554 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $9,011,094 | 754,698 | Shares | Sole | 2023-01-25 |
| 2022-09-30 | $8,679,027 | 754,698 | Shares | Sole | 2022-10-27 |
| 2022-06-30 | $8,067,206 | 735,388 | Shares | Sole | 2022-08-09 |