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HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

PTON holding history

Peloton Interactive, Inc. in every 13F filed by HB 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 2026)
24,420
Value
$144.3K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2024
Holdings of PTON by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,420$144.3K<0.1%+7,473+44.1%AddedHolders
Q1 202616,947$72.7K<0.1%+16,947NewHolders
Q4 20250$00.0%−22,716−100.0%Sold outHolders
Q3 202522,716$204.4K<0.1%+3,369+17.4%AddedHolders
Q2 202519,347$134.3K<0.1%+19,347NewHolders
Q3 20240$00.0%−11,978−100.0%Sold outHolders
Q2 202411,978$40.5K<0.1%+11,978NewHolders