Skip to content
Disclosery

Peloton Wealth Strategists: TREX position timeline

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

Peloton Wealth Strategists held 0 TREX shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -31,855 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 31,855 shares
    Change vs previous 13F -2,900 shares

    0.65% of the 13F portfolio, value $1,646,000.

    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).

  3. period ended2025-06-30
    13F 34,755 shares
    Change vs previous 13F -3,000 shares

    0.76% of the 13F portfolio, value $1,890,000.

    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).

  4. period ended2025-03-31
    13F 37,755 shares
    Change vs previous 13F -1,350 shares

    0.92% of the 13F portfolio, value $2,194,000.

    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).

  5. period ended2024-12-31
    13F 39,105 shares
    Change vs previous 13F +725 shares

    1.09% of the 13F portfolio, value $2,699,000.

    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).

  6. period ended2024-09-30
    13F 38,380 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,555,000.

    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).