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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

PTON holding history

Peloton Interactive, Inc. in every 13F filed by AE Wealth Management LLC, 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 (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of PTON by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−10,233−100.0%Sold outHolders
Q1 202510,233$64.7K<0.1%+10,233NewHolders
Q4 20210$00.0%−20,998−100.0%Sold outHolders
Q3 202120,998$1.83M<0.1%+32+0.2%AddedHolders
Q2 202120,966$2.60M<0.1%+959+4.8%AddedHolders
Q1 202120,007$2.25M<0.1%––Holders

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