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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

PTON holding history

Peloton Interactive, Inc. in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PTON overviewAll 13F holders of PTONFull Q2 2026 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of PTON by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−15,424−100.0%Sold outHolders
Q4 202115,424$552.0K0.1%−4,425−22.3%ReducedHolders
Q3 202119,849$1.73M0.4%−1,558−7.3%ReducedHolders
Q2 202121,407$2.65M0.6%−2,990−12.3%ReducedHolders
Q1 202124,397$2.74M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.