Position in SYM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,842
-$597 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#370
of 414 holders
Holding Since
Dec 2025
2 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, 2026Lloyd Advisory Services, LLC. holds $55,918 across 7 Specialty Industrial Machinery names. SYM ranks #6 (3.3% of the industry book) .
All Filings in SYM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,842 | 41 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $2,439 | 41 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||