Position in SYM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$29,217
-$5,363 QoQ
Shares Held
650
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#306
of 414 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SRH ADVISORS, LLC holds $41,299 across 3 Specialty Industrial Machinery names. SYM ranks #1 (70.7% of the industry book) .
All Filings in SYM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,217 | 650 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $34,580 | 650 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $39,746 | 668 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $36,005 | 668 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $25,252 | 650 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $13,136 | 650 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $15,411 | 650 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||