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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

PTON holding history

Peloton Interactive, Inc. in every 13F filed by Lyell Wealth Management, LP, 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 (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of PTON by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−16,760−100.0%Sold outHolders
Q3 202216,760$116.0K<0.1%−600−3.5%ReducedHolders
Q2 202217,360$159.0K<0.1%−3,100−15.2%ReducedHolders
Q1 202220,460$541.0K0.1%−2,215−9.8%ReducedHolders
Q4 202122,675$811.0K0.1%−6,856−23.2%ReducedHolders
Q3 202129,531$2.57M0.3%+60+0.2%AddedHolders
Q2 202129,471$3.65M0.5%−628−2.1%ReducedHolders
Q1 202130,099$3.38M0.5%––Holders

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