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Peloton Wealth Strategists: IBDX position timeline

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

Peloton Wealth Strategists held 184,250 IBDX 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 184,250 shares
    Change vs previous 13F +50,750 shares

    1.72% of the 13F portfolio, value $4,641,000.

    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 133,500 shares
    Change vs previous 13F +39,000 shares

    1.36% of the 13F portfolio, value $3,374,000.

    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 94,500 shares
    Change vs previous 13F +38,500 shares

    0.94% of the 13F portfolio, value $2,413,000.

    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 56,000 shares
    Change vs previous 13F +3,500 shares

    0.56% of the 13F portfolio, value $1,435,000.

    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 52,500 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,327,000.

    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 52,500 shares
    Change vs previous 13F +7,500 shares

    0.55% of the 13F portfolio, value $1,312,000.

    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 45,000 shares
    Change vs previous 13F +4,000 shares

    0.45% of the 13F portfolio, value $1,106,000.

    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 41,000 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,054,000.

    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).