Skip to content
Disclosery

Grove Street Fiduciary, LLC: SYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grove Street Fiduciary, LLC on SYM, newest first. How the timeline and the estimate are built.

Grove Street Fiduciary, LLC held 26,500 SYM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,500 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,114,855.

    13F-HR 0002054682-26-000005 filed by Grove Street Fiduciary, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,500 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,191,175.

    13F-HR 0002054682-26-000003 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 26,500 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,409,800.

    13F-HR 0002054682-26-000002 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 26,500 shares
    Change vs previous 13F -8,500 shares

    0.66% of the 13F portfolio, value $1,576,750.

    13F-HR 0002054682-26-000001 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 35,000 shares
    Change vs previous 13F +26,555 shares

    0.89% of the 13F portfolio, value $1,886,500.

    13F-HR 0002054682-25-000006 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 8,445 shares
    Change vs previous 13F +8,445 shares

    0.16% of the 13F portfolio, value $328,088.

    13F-HR 0002054682-25-000005 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -8,445 shares

    13F-HR 0002054682-25-000003 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-12-31
    13F 8,445 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $200,231.

    13F-HR 0002054682-25-000001 filed by Grove Street Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).