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Disclosery

Peloton Wealth Strategists: GS position timeline

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

Peloton Wealth Strategists held 4,865 GS 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 4,865 shares
    Change vs previous 13F -25 shares

    1.82% of the 13F portfolio, value $4,920,000.

    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 4,890 shares
    Change vs previous 13F -695 shares

    1.67% of the 13F portfolio, value $4,137,000.

    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 5,585 shares
    Change vs previous 13F -1,040 shares

    1.9% of the 13F portfolio, value $4,909,000.

    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 6,625 shares
    Change vs previous 13F -387 shares

    2.07% of the 13F portfolio, value $5,276,000.

    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 7,012 shares
    Change vs previous 13F -350 shares

    1.99% of the 13F portfolio, value $4,963,000.

    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 7,362 shares
    Change vs previous 13F -960 shares

    1.68% of the 13F portfolio, value $4,022,000.

    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 8,322 shares
    Change vs previous 13F -135 shares

    1.92% of the 13F portfolio, value $4,765,000.

    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 8,457 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,187,000.

    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).