Position in SYM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,191,175
-$218,625 QoQ
Shares Held
26,500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
5.67%
of 13F equity value
Holder Rank
#142
of 414 holders
Holding Since
Dec 2024
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, 2026Grove Street Fiduciary, LLC holds $2,211,251 across 3 Specialty Industrial Machinery names. SYM ranks #1 (53.9% 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 | $1,191,175 | 26,500 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,409,800 | 26,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,576,750 | 26,500 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,886,500 | 35,000 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $328,088 | 8,445 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $200,230 | 8,445 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||