Samsara Inc.
US ˙ NYSE

SecurityIOT / Samsara Inc.
InstitutionWealth Dimensions Group, Ltd.
Latest Disclosed Ownership159,266 shares
Latest Disclosed Value $ 5,047,140
Wealth Dimensions Group, Ltd. reports 1.31% increase in ownership of IOT / Samsara Inc.

On May 11, 2026 - Wealth Dimensions Group, Ltd. filed a 13F-HR form disclosing ownership of 159,266 shares of Samsara Inc. (US:IOT) valued at $5,047,140 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 157,207 shares of Samsara Inc.. This represents a change in shares of 1.31% during the quarter. The current value of the position is $5,787,726 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F SAMSARA COM CL A 79589L106 159,266 2,059 1.31 5,047 -9.42 0.9916
2026-02-13 2025-12-31 13F SAMSARA COM CL A 79589L106 157,207 59 0.04 5,573 -4.80 1.1058
2025-10-30 2025-09-30 13F SAMSARA COM CL A 79589L106 157,148 1,150 0.74 5,854 -5.67 1.2033
2025-08-12 2025-06-30 13F SAMSARA COM CL A 79589L106 155,998 -700 -0.45 6,206 3.31 1.3676
2025-05-05 2025-03-31 13F SAMSARA COM CL A 79589L106 156,698 -44,900 -22.27 6,006 -31.80 1.4337
2025-02-13 2024-12-31 13F SAMSARA COM CL A 79589L106 201,598 -9,000 -4.27 8,808 -13.09 2.1574
2024-11-12 2024-09-30 13F SAMSARA COM CL A 79589L106 210,598 -16,100 -7.10 10,134 32.65 2.5666
2024-08-09 2024-06-30 13F SAMSARA COM CL A 79589L106 226,698 -24,400 -9.72 7,640 -19.49 2.1778
2024-05-09 2024-03-31 13F SAMSARA COM CL A 79589L106 251,098 0 0.00 9,489 13.21 2.8025
2024-02-09 2023-12-31 13F SAMSARA COM CL A 79589L106 251,098 251,098 8,382 2.6544
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.