Proactive Wealth Strategies LLC

Position in SYM — Symbotic Inc.

CIK 2043129 MARIETTA, GA

Position in SYM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,075,521

-$123,447 QoQ

Shares Held

46,174

+11.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#109

of 414 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Proactive Wealth Strategies LLC holds $4,360,553 across 4 Specialty Industrial Machinery names. SYM ranks #1 (47.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYM	Symbotic Inc. This page	46,174	$2,075,521
2	EMR	Emerson Electric Co	10,726	$1,535,426
3	GEV	GE Vernova Inc.	341	$400,627
4	DOV	DOVER Corp	1,556	$348,979

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,075,521	46,174	+11.7%	Shares	Sole	2026-08-10
2026-03-31	$2,198,968	41,334	+179.6%	Shares	Sole	2026-04-29
2025-12-31	$879,707	14,785	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.