Position in SYM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,180
-$1,502 QoQ
Shares Held
182
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#333
of 414 holders
Holding Since
Dec 2023
11 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, 2026IFS Advisors, LLC holds $27,103 across 3 Specialty Industrial Machinery names. SYM ranks #2 (30.2% of the industry book) .
All Filings in SYM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,180 | 182 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,682 | 182 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $10,829 | 182 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $9,809 | 182 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,070 | 182 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,678 | 182 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,371 | 100 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,439 | 100 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,516 | 100 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,500 | 100 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $5,133 | 100 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||