Wealth Dimensions Group, Ltd.

Position in IOT — Samsara Inc.

CIK 1846462 CINCINNATI, OH

Position in IOT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$5,189,156

+$142,017 QoQ

Shares Held

160,011

+0.5% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

3.05%

of 13F equity value

Holder Rank

#127

of 542 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wealth Dimensions Group, Ltd. holds $13,825,960 across 7 Software - Infrastructure names. IOT ranks #2 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	17,299	$6,452,872
2	IOT	Samsara Inc. This page	160,011	$5,189,156
3	ORCL	Oracle Corp	6,775	$992,876
4	PANW	Palo Alto Networks Inc	1,301	$443,667
5	PLTR	Palantir Technologies Inc.	2,609	$304,392
6	CRWD	CrowdStrike Holdings, Inc.	4,840	$230,849
7	ZS	Zscaler, Inc.	1,503	$212,148

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,189,156	160,011	+0.5%	Shares	Sole	2026-07-22
2026-03-31	$5,047,139	159,266	+1.3%	Shares	Sole	2026-05-12
2025-12-31	$5,572,988	157,207	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$5,853,763	157,148	+0.7%	Shares	Sole	2025-10-30
2025-06-30	$6,205,600	155,998	-0.4%	Shares	Sole	2025-08-12
2025-03-31	$6,006,234	156,698	-22.3%	Shares	Sole	2025-05-05
2024-12-31	$8,807,816	201,598	-4.3%	Shares	Sole	2025-02-13
2024-09-30	$10,133,975	210,598	-7.1%	Shares	Sole	2024-11-12
2024-06-30	$7,639,722	226,698	-9.7%	Shares	Sole	2024-08-09
2024-03-31	$9,488,993	251,098	0.0%	Shares	Sole	2024-05-09
2023-12-31	$8,381,651	251,098	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.