Position in SYM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,742
-$1,238 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#337
of 414 holders
Holding Since
Mar 2025
6 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, 2026West Financial Advisors, LLC holds $142,200 across 3 Specialty Industrial Machinery names. SYM ranks #3 (4.7% of the industry book) .
All Filings in SYM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,742 | 150 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $7,980 | 150 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,925 | 150 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $8,085 | 150 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,827 | 150 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,031 | 150 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||