Integrated Wealth Concepts LLC

Position in IOT — Samsara Inc.

CIK 1737109 WALTHAM, MA

Position in IOT

as of Jun 30, 2026 · filed Sep 9, 2026 Compact

Position Value

$7,256,634

-$149,033 QoQ

Shares Held

223,763

-4.2% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $259,676,687 across 41 Software - Infrastructure names. IOT ranks #6 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	392,342	$146,351,412
2	PLTR	Palantir Technologies Inc.	185,422	$21,633,184
3	PANW	Palo Alto Networks Inc	61,907	$21,111,525
4	CRWD	CrowdStrike Holdings, Inc.	89,772	$17,127,151
5	ORCL	Oracle Corp	91,204	$13,365,946
6	IOT	Samsara Inc. This page	223,763	$7,256,634
7	FTNT	Fortinet, Inc.	39,843	$6,120,681
8	SNPS	Synopsys Inc	6,816	$3,040,413

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,256,634	223,763	-4.2%	Shares	Other	2026-09-09
2026-03-31	$7,405,667	233,691	+2.7%	Shares	Other	2026-05-15
2025-12-31	$8,066,328	227,541	-2.9%	Shares	Other	2026-02-13
2025-09-30	$8,726,036	234,256	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$9,314,884	234,160	-0.2%	Shares	Sole	2025-08-14
2025-03-31	$8,997,507	234,738	+0.3%	Shares	Sole	2025-05-15
2024-12-31	$10,229,576	234,140	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$11,258,732	233,972	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$7,878,251	233,776	+1.5%	Shares	Sole	2024-08-14
2024-03-31	$8,707,987	230,431	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.