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Peloton Wealth Strategists: IBDU position timeline

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

Peloton Wealth Strategists held 405,145 IBDU 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 405,145 shares
    Change vs previous 13F +11,500 shares

    3.47% of the 13F portfolio, value $9,383,000.

    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 393,645 shares
    Change vs previous 13F +18,050 shares

    3.7% of the 13F portfolio, value $9,156,000.

    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 375,595 shares
    Change vs previous 13F +33,445 shares

    3.41% of the 13F portfolio, value $8,791,000.

    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 342,150 shares
    Change vs previous 13F +750 shares

    3.16% of the 13F portfolio, value $8,030,000.

    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 341,400 shares
    Change vs previous 13F +2,400 shares

    3.2% of the 13F portfolio, value $7,965,000.

    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 339,000 shares
    Change vs previous 13F +32,600 shares

    3.28% of the 13F portfolio, value $7,841,000.

    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 306,400 shares
    Change vs previous 13F +33,505 shares

    2.82% of the 13F portfolio, value $6,986,000.

    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 272,895 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $6,416,000.

    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).