Position in SYM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,247
-$466 QoQ
Shares Held
50
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#365
of 414 holders
Holding Since
Dec 2025
3 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, 2026Investors Portfolio Services LLC holds $84,660 across 7 Specialty Industrial Machinery names. SYM ranks #4 (2.7% of the industry book) .
All Filings in SYM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,247 | 50 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,713 | 51 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,975 | 50 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||