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Peloton Wealth Strategists: IBDS position timeline

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

Peloton Wealth Strategists held 360,320 IBDS 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 360,320 shares
    Change vs previous 13F +8,500 shares

    3.23% of the 13F portfolio, value $8,727,000.

    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 351,820 shares
    Change vs previous 13F +1,395 shares

    3.45% of the 13F portfolio, value $8,528,000.

    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 350,425 shares
    Change vs previous 13F +11,355 shares

    3.3% of the 13F portfolio, value $8,508,000.

    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 339,070 shares
    Change vs previous 13F -300 shares

    3.25% of the 13F portfolio, value $8,253,000.

    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 339,370 shares
    Change vs previous 13F -100 shares

    3.3% of the 13F portfolio, value $8,237,000.

    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 339,470 shares
    Change vs previous 13F +29,340 shares

    3.43% of the 13F portfolio, value $8,208,000.

    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 310,130 shares
    Change vs previous 13F +18,000 shares

    3% of the 13F portfolio, value $7,431,000.

    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 292,130 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $7,119,000.

    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).