CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

IOT holding history

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

IOT overview All 13F holders of IOT Full Q2 2026 holdings

Shares (Q2 2026): 113,084
Value: $3.67M
% of portfolio: 0.2%
Quarters held: 4; Since Q3 2025

Holdings of IOT by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	113,084	$3.67M	0.2%	+17,575+18.4%	Added	Holders
Q1 2026	95,509	$3.03M	0.2%	+25,370+36.2%	Added	Holders
Q4 2025	70,139	$2.49M	0.2%	+2,173+3.2%	Added	Holders
Q3 2025	67,966	$2.53M	0.2%	+67,966	New	Holders