Position
Creative Planning in Symbotic Inc.
Back to the book · All holders of SYM
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$28.8K$59.50 → $53.20
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 4.58K | $272.3K | — | — | — | 0.0% |
| Q1 2026 | 5.93K | $315.3K | $53.20 | −$28.8K | $71.9K | 0.0% |