Retirement Planning Co of New England, Inc.

Pension

Position in SYM — Symbotic Inc.

CIK 1817693 Warwick, RI

Back to SYM Full portfolio

Position in SYM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$815,258

-$100,899 QoQ

Shares Held

18,137

+5.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#169

of 414 holders

Holding Since

Mar 2024

10 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, 2026

Retirement Planning Co of New England, Inc. holds $6,463,746 across 4 Specialty Industrial Machinery names. SYM ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	9,136	$3,893,032
2	GNRC	Generac Holdings Inc.	3,006	$880,186
3	GEV	GE Vernova Inc.	745	$875,270
4	SYM	Symbotic Inc. This page	18,137	$815,258

All Filings in SYM

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$815,258	18,137	+5.3%	Shares	Sole	2026-07-30
2026-03-31	$916,157	17,221	+5.0%	Shares	Sole	2026-05-08
2025-12-31	$975,502	16,395	-38.3%	Shares	Sole	2026-01-28
2025-09-30	$1,432,877	26,584	-16.8%	Shares	Sole	2025-11-03
2025-06-30	$1,240,907	31,941	-0.4%	Shares	Sole	2025-08-12
2025-03-31	$647,912	32,059	+17.3%	Shares	Sole	2025-05-15
2024-12-31	$647,946	27,328	-4.8%	Shares	Sole	2025-02-10
2024-09-30	$699,773	28,691	+46.7%	Shares	Sole	2024-11-12
2024-06-30	$687,413	19,551	+16.6%	Shares	Sole	2024-08-08
2024-03-31	$754,425	16,765	—	Shares	Sole	2024-05-06
No filing history on record for this holder in this stock.