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Peloton Wealth Strategists: IBDT position timeline

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

Peloton Wealth Strategists held 411,188 IBDT 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 411,188 shares
    Change vs previous 13F +12,000 shares

    3.84% of the 13F portfolio, value $10,382,000.

    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 399,188 shares
    Change vs previous 13F +8,628 shares

    4.09% of the 13F portfolio, value $10,111,000.

    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 390,560 shares
    Change vs previous 13F +25,600 shares

    3.85% of the 13F portfolio, value $9,942,000.

    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 364,960 shares
    Change vs previous 13F +1,866 shares

    3.66% of the 13F portfolio, value $9,314,000.

    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 363,094 shares
    Change vs previous 13F +400 shares

    3.7% of the 13F portfolio, value $9,230,000.

    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 362,694 shares
    Change vs previous 13F +43,520 shares

    3.83% of the 13F portfolio, value $9,162,000.

    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 319,174 shares
    Change vs previous 13F +27,199 shares

    3.21% of the 13F portfolio, value $7,947,000.

    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 291,975 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $7,454,000.

    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).