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Disclosery

Peloton Wealth Strategists: UPS position timeline

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

Peloton Wealth Strategists held 1,880 UPS 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 1,880 shares
    Change vs previous 13F +1,880 shares

    0.07% of the 13F portfolio, value $202,000.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -22,471 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.

  3. period ended2025-09-30
    13F 22,471 shares
    Change vs previous 13F +3,250 shares

    0.74% of the 13F portfolio, value $1,877,000.

    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).

  4. period ended2025-06-30
    13F 19,221 shares
    Change vs previous 13F -410 shares

    0.78% of the 13F portfolio, value $1,940,000.

    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).

  5. period ended2025-03-31
    13F 19,631 shares
    Change vs previous 13F -2,775 shares

    0.9% of the 13F portfolio, value $2,159,000.

    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).

  6. period ended2024-12-31
    13F 22,406 shares
    Change vs previous 13F -440 shares

    1.14% of the 13F portfolio, value $2,825,000.

    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).

  7. period ended2024-09-30
    13F 22,846 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $3,115,000.

    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).