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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
2024-03-31 $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 Tr Eafe Value Etf (EFV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
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)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

Top funds holding Samsara

General Catalyst Group Management
Baillie Gifford & Co
Vanguard Group
T. Rowe Price Associates
AH Capital Management
Two Sigma Investments
Two Sigma Advisers
D. E. Shaw & Co
Lmdagg
Voloridge Investment Management
Citadel Advisors
Westfield Capital Management Company
Goldman Sachs Group
Millennium Management
Susquehanna International

View all funds holding Samsara