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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

IOT holding history

Samsara Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IOT overviewAll 13F holders of IOTFull Q2 2026 holdings

Shares (Q2 2026)
600
Value
$19.5K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of IOT by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026600$19.5K<0.1%−13,542−95.8%ReducedHolders
Q1 202614,142$448.2K<0.1%+13,345+1,674.4%AddedHolders
Q4 2025797$28.3K<0.1%+197+32.8%AddedHolders
Q3 2025600$22.4K<0.1%−320−34.8%ReducedHolders
Q2 2025920$36.6K<0.1%−18−1.9%ReducedHolders
Q1 2025938$36.0K<0.1%+638+212.7%AddedHolders
Q4 2024300$13.1K<0.1%−1,846−86.0%ReducedHolders
Q3 20242,146$103.3K<0.1%+211+10.9%AddedHolders
Q2 20241,935$65.2K<0.1%+1,935NewHolders