Position in SYM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$238,594
-$21,288 QoQ
Shares Held
5,308
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#263
of 414 holders
Holding Since
Sep 2025
4 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, 2026Midwest Professional Planners, LTD. holds $16,656,731 across 3 Specialty Industrial Machinery names. SYM ranks #3 (1.4% of the industry book) .
All Filings in SYM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,594 | 5,308 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $259,882 | 4,885 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $281,375 | 4,729 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $226,595 | 4,204 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||