Wealth Dimensions Group, Ltd.
- SEC CIK
- 0001846462
- Latest filing
- Jul 22, 2026
IOT holding history
Samsara Inc. in every 13F filed by Wealth Dimensions Group, Ltd., 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)
- 160,011
- Value
- $5.19M
- % of portfolio
- 0.9%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 160,011 | $5.19M | 0.9% | +745+0.5% | Added | Holders |
| Q1 2026 | 159,266 | $5.05M | 1.0% | +2,059+1.3% | Added | Holders |
| Q4 2025 | 157,207 | $5.57M | 1.1% | +590.0% | Added | Holders |
| Q3 2025 | 157,148 | $5.85M | 1.2% | +1,150+0.7% | Added | Holders |
| Q2 2025 | 155,998 | $6.21M | 1.4% | −700−0.4% | Reduced | Holders |
| Q1 2025 | 156,698 | $6.01M | 1.4% | −44,900−22.3% | Reduced | Holders |
| Q4 2024 | 201,598 | $8.81M | 2.2% | −9,000−4.3% | Reduced | Holders |
| Q3 2024 | 210,598 | $10.1M | 2.6% | −16,100−7.1% | Reduced | Holders |
| Q2 2024 | 226,698 | $7.64M | 2.2% | −24,400−9.7% | Reduced | Holders |
| Q1 2024 | 251,098 | $9.49M | 2.8% | 00.0% | Unchanged | Holders |
| Q4 2023 | 251,098 | $8.38M | 2.7% | +251,098 | New | Holders |