JFS WEALTH ADVISORS, LLC

Position in IOT — Samsara Inc.

CIK 1568068 HERMITAGE, PA

Position in IOT

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,140

+$1,126 QoQ

Shares Held

+106.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#494

of 542 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $10,883,129 across 45 Software - Infrastructure names. IOT ranks #27 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	25,230	$9,411,294
2	PLTR	Palantir Technologies Inc.	3,008	$350,943
3	ORCL	Oracle Corp	2,393	$350,694
4	PANW	Palo Alto Networks Inc	580	$197,791
5	FTNT	Fortinet, Inc.	660	$101,389
6	TWLO	Twilio Inc	424	$87,483
7	CRWD	CrowdStrike Holdings, Inc.	1,724	$82,228
8	NTAP	NetApp, Inc.	325	$50,297

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,140	66	+106.2%	Shares	Sole	2026-07-10
2026-03-31	$1,014	32	-39.6%	Shares	Sole	2026-04-21
2025-12-31	$1,878	53	+103.8%	Shares	Sole	2026-01-14
2025-09-30	$968	26	-10.3%	Shares	Sole	2025-11-10
2025-06-30	$1,153	29	-46.3%	Shares	Sole	2025-07-24
2025-03-31	$2,069	54	+35.0%	Shares	Sole	2025-04-22
2024-12-31	$1,747	40	+14.3%	Shares	Sole	2025-01-31
2024-09-30	$1,684	35	+45.8%	Shares	Sole	2024-10-25
2024-06-30	$808	24	0.0%	Shares	Sole	2024-07-15
2024-03-31	$906	24	0.0%	Shares	Sole	2024-04-30
2023-12-31	$801	24	+140.0%	Shares	Sole	2024-02-07
2023-09-30	$252	10	+42.9%	Shares	Sole	2023-11-02
2023-06-30	$193	7	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.