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Peloton Wealth Strategists: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peloton Wealth Strategists on CRM, newest first. How the timeline and the estimate are built.

Peloton Wealth Strategists held 11,540 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,540 shares
    Change vs previous 13F -5,438 shares

    0.67% of the 13F portfolio, value $1,808,000.

    13F-HR 0001080132-26-000003 filed by Peloton Wealth Strategists
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,978 shares
    Change vs previous 13F -5,550 shares

    1.28% of the 13F portfolio, value $3,169,000.

    13F-HR 0001080132-26-000002 filed by Peloton Wealth Strategists
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,528 shares
    Change vs previous 13F -1,342 shares

    2.31% of the 13F portfolio, value $5,968,000.

    13F-HR 0001080132-26-000001 filed by Peloton Wealth Strategists
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,870 shares
    Change vs previous 13F -650 shares

    2.22% of the 13F portfolio, value $5,657,000.

    13F-HR 0001080132-25-000006 filed by Peloton Wealth Strategists
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,520 shares
    Change vs previous 13F +1,055 shares

    2.68% of the 13F portfolio, value $6,686,000.

    13F-HR 0001080132-25-000003 filed by Peloton Wealth Strategists
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,465 shares
    Change vs previous 13F -1,440 shares

    2.63% of the 13F portfolio, value $6,297,000.

    13F-HR 0001080132-25-000002 filed by Peloton Wealth Strategists
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,905 shares
    Change vs previous 13F +78 shares

    3.36% of the 13F portfolio, value $8,326,000.

    13F-HR 0001080132-25-000001 filed by Peloton Wealth Strategists
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,827 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $6,795,000.

    13F-HR 0001080132-24-000006 filed by Peloton Wealth Strategists
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).