Position in SYM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$78,752
-$14,454 QoQ
Shares Held
1,752
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#291
of 414 holders
Holding Since
Jun 2025
5 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, 2026IAG Wealth Partners, LLC holds $254,252 across 10 Specialty Industrial Machinery names. SYM ranks #1 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYM |
Symbotic Inc.
This page
|
1,752 | $78,752 | |
| 2 | PH |
Parker-Hannifin Corp
|
50 | $48,906 | |
| 3 | GNRC |
Generac Holdings Inc.
|
133 | $38,943 | |
| 4 | ROK |
Rockwell Automation, Inc
|
57 | $28,219 | |
| 5 | GEV |
GE Vernova Inc.
|
20 | $23,497 | |
| 6 | ITW |
Illinois Tool Works Inc
|
58 | $15,687 | |
| 7 | DOV |
DOVER Corp
|
30 | $6,728 | |
| 8 | WTS |
Watts Water Technologies Inc
|
16 | $6,263 |
All Filings in SYM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,752 | 1,752 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $93,206 | 1,752 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $80,563 | 1,354 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $72,980 | 1,354 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,857 | 820 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||