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Samsara shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Samsara

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Samsara by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 234k 48.12
2024-06-30 $7.9M 234k 33.70
2024-03-31 $8.7M 230k 37.79

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Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

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