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Samsara shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Samsara (IOT) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Samsara

Tip: Access up to 7 years of quarterly data

All positions including Samsara held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Samsara by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $502k 15k 33.70
2024-03-31 $473k 13k 37.79
2023-12-31 $442k 13k 33.38

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding Samsara

Baillie Gifford & Co
General Catalyst Group Management
Vanguard Group
T. Rowe Price Associates
Morgan Stanley
BlackRock
Sands Capital Management
BlackRock
Goodman & Company, Investment Counsel
AH Capital Management
Westfield Capital Management Company
Invesco
Artisan Partners Limited Partnership
Goldman Sachs Group
Amundi

View all funds holding Samsara