Legacy Capital Wealth Partners, LLC

Position in SYM — Symbotic Inc.

CIK 1766228 LITTLE ROCK, AR

Position in SYM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,854,909

+$61,643 QoQ

Shares Held

63,513

+21.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#89

of 415 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Legacy Capital Wealth Partners, LLC holds $5,825,465 across 6 Specialty Industrial Machinery names. SYM ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYM	Symbotic Inc. This page	63,513	$2,854,909
2	PH	Parker-Hannifin Corp	1,108	$1,083,756
3	ETN	Eaton Corp plc	1,843	$785,339
4	OTIS	Otis Worldwide Corp	6,247	$447,285
5	NPO	Enpro Inc.	1,040	$392,007
6	AOS	Smith A O Corp	4,180	$262,169

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,854,909	63,513	+21.0%	Shares	Sole	2026-08-12
2026-03-31	$2,793,266	52,505	-1.3%	Shares	Sole	2026-05-15
2025-12-31	$3,163,853	53,174	0.0%	Shares	Sole	2026-01-16
2025-09-30	$2,866,078	53,174	0.0%	Shares	Sole	2025-11-13
2025-06-30	$2,065,809	53,174	+8.3%	Shares	Sole	2025-08-13
2025-03-31	$992,593	49,114	0.0%	Shares	Sole	2025-05-02
2024-12-31	$1,164,492	49,114	0.0%	Shares	Sole	2025-01-30
2024-09-30	$1,197,890	49,114	0.0%	Shares	Sole	2024-11-04
2024-06-30	$1,726,848	49,114	+29.2%	Shares	Sole	2024-08-02
2023-12-31	$1,950,540	38,000	0.0%	Shares	Sole	2024-02-05
2023-09-30	$1,270,340	38,000	—	Shares	Sole	2023-10-16
No filing history on record for this holder in this stock.