Position in IOT
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$3,169
-$376 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026DHJJ Financial Advisors, Ltd. holds $1,073,482 across 11 Software - Infrastructure names. IOT ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,816 | $672,228 | |
| 2 | ORCL |
Oracle Corp
|
2,109 | $310,254 | |
| 3 | PANW |
Palo Alto Networks Inc
|
446 | $71,502 | |
| 4 | RELY |
Remitly Global, Inc.
|
316 | $4,951 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
40 | $3,904 | |
| 6 | RBRK |
Rubrik, Inc.
|
70 | $3,427 | |
| 7 | IOT |
Samsara Inc.
This page
|
100 | $3,169 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
22 | $3,142 |
All Filings in IOT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,169 | 100 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,545 | 100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,725 | 100 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,978 | 100 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||