PlanVest Financial, Inc

Position in SYM — Symbotic Inc.

CIK 2135239 GAITHERSBURG, MD

Position in SYM

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

Position Value

$2,247

New position

Shares Held

50

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#364

of 414 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

PlanVest Financial, Inc holds $145,016 across 6 Specialty Industrial Machinery names. SYM ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	87	$102,212
2	EMR	Emerson Electric Co	200	$28,630
3	ETN	Eaton Corp plc	13	$5,539
4	JBTM	JBT MAREL Corp	31	$4,495
5	SYM	Symbotic Inc. This page	50	$2,247
6	ITW	Illinois Tool Works Inc	7	$1,893

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,247	50	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.