Position in SYM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,553,440
-$1,548,423,318 QoQ
Shares Held
66,794
-99.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
4.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Navis Wealth Advisors, LLC holds $4,163,829 across 4 Specialty Industrial Machinery names. SYM ranks #1 (85.3% of the industry book) .
All Filings in SYM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,553,440 | 66,794 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,551,976,758 | 26,083,643 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $206,005 | 3,822 | Shares | Sole | 2025-11-14 | |
| 2023-06-30 | $39,109,246 | 913,554 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $20,865,573 | 913,554 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,011,094 | 754,698 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $8,679,027 | 754,698 | 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. | ||||||