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Disclosery

CWM, LLC: PTON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on PTON, newest first. How the timeline and the estimate are built.

CWM, LLC held 141,305 PTON shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 141,305 shares
    Change vs previous 13F +118,197 shares

    <0.01% of the 13F portfolio, value $606,198.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    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 23,108 shares
    Change vs previous 13F +329 shares

    <0.01% of the 13F portfolio, value $142,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 22,779 shares
    Change vs previous 13F -8,175 shares

    <0.01% of the 13F portfolio, value $205,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    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 30,954 shares
    Change vs previous 13F -26,381 shares

    <0.01% of the 13F portfolio, value $215,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    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 57,335 shares
    Change vs previous 13F +22,037 shares

    <0.01% of the 13F portfolio, value $362,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    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 35,298 shares
    Change vs previous 13F +4,099 shares

    <0.01% of the 13F portfolio, value $307,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    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 31,199 shares
    Change vs previous 13F -1,155 shares

    <0.01% of the 13F portfolio, value $146,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 32,354 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $109,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).