Position in SYM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,793,266
-$370,587 QoQ
Shares Held
52,505
-1.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Legacy Capital Wealth Partners, LLC holds $5,204,751 across 6 Specialty Industrial Machinery names. SYM ranks #1 (53.7% of the industry book) .
All Filings in SYM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,793,266 | 52,505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,163,853 | 53,174 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,866,078 | 53,174 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,065,809 | 53,174 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $992,593 | 49,114 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,164,492 | 49,114 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,197,890 | 49,114 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,726,848 | 49,114 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $1,950,540 | 38,000 | 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. | ||||||