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Peloton Wealth Strategists: VRT position timeline

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

Peloton Wealth Strategists held 20,270 VRT 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 20,270 shares
    Change vs previous 13F -880 shares

    2.51% of the 13F portfolio, value $6,787,000.

    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 21,150 shares
    Change vs previous 13F +7,235 shares

    2.14% of the 13F portfolio, value $5,300,000.

    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 13,915 shares
    Change vs previous 13F +5,205 shares

    0.87% of the 13F portfolio, value $2,254,000.

    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 8,710 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,314,000.

    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).