Navis Wealth Advisors, LLC

Position in SYM — Symbotic Inc.

CIK 1849055 RYE BROOK, NY

Position in SYM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$27,657,330

+$24,103,890 QoQ

Shares Held

615,291

+821.2% QoQ

Ownership

0.102%

of shares outstanding

% of Portfolio

20.44%

of 13F equity value

Holder Rank

#25

of 414 holders

Holding Since

Jun 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Navis Wealth Advisors, LLC holds $28,375,524 across 4 Specialty Industrial Machinery names. SYM ranks #1 (97.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYM	Symbotic Inc. This page	615,291	$27,657,330
2	GEV	GE Vernova Inc.	328	$385,354
3	NNE	Nano Nuclear Energy Inc.	11,000	$232,540
4	SMR	NUSCALE POWER Corp	10,000	$100,300

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,657,330	615,291	+821.2%	Shares	Sole	2026-08-14
2026-03-31	$3,553,440	66,794	-99.7%	Shares	Sole	2026-05-15
2025-12-31	$36,891,108	26,083,643	+682360.6%	Shares	Sole	2026-02-13
2025-09-30	$206,005	3,822	-99.6%	Shares	Sole	2025-11-14
2023-06-30	$39,109,246	913,554	0.0%	Shares	Sole	2023-07-13
2023-03-31	$20,865,573	913,554	+21.0%	Shares	Sole	2023-05-12
2022-12-31	$9,011,094	754,698	0.0%	Shares	Sole	2023-01-25
2022-09-30	$8,679,027	754,698	+2.6%	Shares	Sole	2022-10-27
2022-06-30	$8,067,206	735,388	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.