Position in SYM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$35,960
+$20,000 QoQ
Shares Held
800
+166.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#58
of 97 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WOLFF WIESE MAGANA LLC holds $634,555 across 20 Specialty Industrial Machinery names. SYM ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
202 | $237,321 | |
| 2 | ETN |
Eaton Corp plc
|
284 | $121,018 | |
| 3 | EMR |
Emerson Electric Co
|
445 | $63,701 | |
| 4 | SYM |
Symbotic Inc.
This page
|
800 | $35,960 | |
| 5 | ITW |
Illinois Tool Works Inc
|
125 | $33,808 | |
| 6 | CMI |
Cummins Inc
|
46 | $32,807 | |
| 7 | MIR |
Mirion Technologies, Inc.
|
1,695 | $30,391 | |
| 8 | AOS |
Smith A O Corp
|
319 | $20,007 |
All Filings in SYM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,960 | 800 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $15,960 | 300 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $17,850 | 300 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $16,170 | 300 | Shares | Sole | 2025-10-28 | |
| 2024-09-30 | $4,658 | 191 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $11,989 | 341 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,975 | 155 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $237,914 | 4,635 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||