Position in SYM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,002,654
+$909,050 QoQ
Shares Held
22,306
+696.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#151
of 415 holders
Holding Since
Sep 2023
2 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, 2026Nicholas Wealth, LLC. holds $2,661,000 across 3 Specialty Industrial Machinery names. SYM ranks #2 (37.7% of the industry book) .
All Filings in SYM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,654 | 22,306 | Shares | Sole | 2026-07-24 | |
| 2023-09-30 | $93,604 | 2,800 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||