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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

IOT holding history

Samsara Inc. in every 13F filed by Wealth Effects 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2024
Holdings of IOT by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−9,250−100.0%Sold outHolders
Q4 20249,250$404.1K0.1%−1,300−12.3%ReducedHolders
Q3 202410,550$507.7K0.2%00.0%UnchangedHolders
Q2 202410,550$355.5K0.1%+2,900+37.9%AddedHolders
Q1 20247,650$289.1K0.1%+7,650NewHolders