JUNCTURE WEALTH STRATEGIES, LLC IOT — SAMSARA INC

Ownership history in JUNCTURE WEALTH STRATEGIES, LLC  ·  9 quarters on record

AI Ownership Summary

JUNCTURE WEALTH STRATEGIES, LLC reported SAMSARA INC (IOT) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.32% in 2024 Q3. The latest visible filing shows IOT at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JUNCTURE WEALTH STRATEGIES, LLC's position in SAMSARA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IOT was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IOT stock page JUNCTURE WEALTH STRATEGIES, LLC fund profile JUNCTURE WEALTH STRATEGIES, LLC full holdings
How JUNCTURE WEALTH STRATEGIES, LLC held IOT — position size vs. price
% of Fund (quarterly)    IOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 13,717 +5,698 +71.1% 0.12% $445K 2026-07-09 $36.99
2025 Q4 ADDED — — — 8,019 +737 +10.1% 0.09% $284K 2026-01-27 $30.58
2025 Q3 REDUCED 31.9% -2.6% ✅ 7,282 -3,406 -31.9% 0.09% $271K 2025-10-14 $38.04
2025 Q2 REDUCED 35.2% -6.4% ✅ 10,688 -5,812 -35.2% 0.15% $425K 2025-07-08 $38.58
2025 Q1 REDUCED 9.6% +3.8% ❌ 16,500 -1,750 -9.6% 0.25% $632K 2025-04-10 $37.40
2024 Q4 ADDED — — — 18,250 +927 +5.4% 0.30% $797K 2025-01-21 $47.22
2024 Q3 ADDED — — — 17,323 +10,133 +140.9% 0.32% $834K 2024-10-09 $47.93
2024 Q2 REDUCED 6.5% +42.8% ❌ 7,190 -496 -6.5% 0.10% $242K 2024-07-11 $36.26
2024 Q1 INITIATED — — — 7,686 — — 0.12% $290K 2024-04-05 $33.89

🏢 Other funds also holding IOT

As of 2026 Q2 — sorted by position size

CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.16% Archer Investment Management, LLC 0.16% Balefire, LLC 3Y 7Y 0.03% ELEVATION WEALTH PARTNERS, LLC 0.02% Avior Wealth Management, LLC 3Y 7Y 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% PensionDanmark Pensionsforsikringsaktieselskab 0.0% CX Institutional 3Y 7Y 0.0%

FAQ About JUNCTURE WEALTH STRATEGIES, LLC and IOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has JUNCTURE WEALTH STRATEGIES, LLC reported owning IOT?

JUNCTURE WEALTH STRATEGIES, LLC reported IOT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IOT position in JUNCTURE WEALTH STRATEGIES, LLC's portfolio?

The largest reported portfolio weight for IOT was 0.32% in 2024 Q3.

What is the latest reported IOT position on this page?

The most recent filing on this page is 2026 Q2, when JUNCTURE WEALTH STRATEGIES, LLC reported 13,717 shares, equal to 0.12% of portfolio, with an estimated market value of $445K.

What does the chart on this IOT ownership page compare?

The chart compares JUNCTURE WEALTH STRATEGIES, LLC's quarterly IOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JUNCTURE WEALTH STRATEGIES, LLC time their IOT position?

Based on 13F filing dates vs. subsequent IOT price moves, JUNCTURE WEALTH STRATEGIES, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on IOT relative to SPY over the holding period was +217.7%.

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